Akre Capital Management, LLC

Fee-Only (% of Portfolio)

Akre Capital Management provides investment advice to individuals, institutions, and private funds. Akre Capital typically invests for the long term in equity securities, using fundamental analysis to select companies. Clients may place restrictions on investments in certain securities.

Assets Under Management$14B
Clients245
Advisors7
Avg. per Client$59M
Avg. per Advisor$2.1B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7 Advisors at this firm