Toucan Capital

Toucan charges a fixed annual fee agreed upon with each client in advance. The firm states this fee resets yearly to account for changes. Toucan asserts that its fees routinely amount to two-thirds to one-half of what traditional providers charge. The firm receives no other revenue from commissions, referral fees, or selling agreements.

No. Toucan explicitly states that it is a fee-only fiduciary and does not receive sales-related compensation of any kind — no referral fees, affiliate links, commissions, or selling agreements. The only revenue it receives comes directly from its clients.

Toucan does not believe in active management in public markets. It invests for the long term and integrates this passive approach into its broader financial planning services. The firm has not disclosed any specific allocations to private equity, venture capital, or direct deals.

Toucan Capital has not publicly disclosed the names or biographies of its founders, investment committee members, or senior leadership on its website. No third-party profiles or regulatory disclosures with this information were available.

No. Toucan uses Charles Schwab as its custodian. The firm is platform-agnostic and confirms that clients are never locked into proprietary products. Clients are also not obligated to hold their assets with Toucan to receive financial planning advice.