Ardent Capital Management provides investment management services to clients, developing personalized investment objectives through discussions about goals, risk tolerance, and income needs. Portfolios may include equities, government securities, corporate debt, options, certificates of deposit, and mutual funds. Ardent also manages the ACM Opportunity Fund LLC, a private fund for accredited investors.
Assets Under Management$320M
Clients112
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$160M
www.ardentcapitalmanagement.com ·www.ardentcm.com ·www.linkedin.com/company/ardent-capital-managem...
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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