Excel Capital Management is a registered investment advisor that provides personalized investment management and financial advice to individuals, trusts, small businesses, and corporations. Founded in 2000 and based in Warren, New Jersey, the firm focuses on building globally diversified portfolios using a core and satellite approach, combining index exchange-traded funds with actively managed stocks and mutual funds. Excel Capital Management develops tailored investment strategies based on each client's specific goals, which are documented in an investment policy statement. The firm has the authority to buy and sell securities without asking clients in advance, using Fidelity Investments as the custodian for client assets. In addition to portfolio management, Excel Capital Management considers overall financial goals, including cash flow management, tax planning, retirement planning, education funding, and estate planning during client consultations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.50% |
| $200K - $500K | 0.38% |
| $500K - $1000K | 0.31% |
| $1.0M - $3.0M | 0.25% |
| $3.0M - $4.0M | 0.23% |
| $4.0M - $5.0M | 0.21% |
| $5.0M - $6.0M | 0.20% |
| $6M+ | 0.19% |
The minimum annual fee for a $500,000 portfolio is $6,250. Accounts falling below the $500,000 minimum may be charged a higher annual rate of 1.5% to 2%.