Akar Capital Management provides personalized investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Akar Capital Management designs an investment strategy based on a review of a prospective client’s existing financial situation, including their investment portfolio, retirement planning, and estate planning. The investment strategy may include investing in individual stocks, mutual funds, exchange-traded funds, or a combination of all. An asset allocation formula is used to determine the percentage of the portfolio invested in equities and fixed income to meet the client’s investment goals.
Fee Structure
Akar Capital Management's fees are based on a percentage of the value of your portfolio. There are two fee schedules, one for accounts holding stocks only and another for accounts holding mutual funds:
Managed Account of Stocks:
- Minimum $100,000: 2.50% per year
- Next $400,000: 2.00% per year
- Next $500,000: 1.50% per year
- Next $1,000,000: 1.00% per year
- Over $2,000,000: 0.75% per year
Managed Account of Mutual Funds:
- First $500,000: 1.00% per year
- Up to $1,000,000: 0.75% per year
- Up to $2,000,000: 0.50% per year
- Over $2,000,000: To be determined