eCapital Advisors offers investment management services, creating and managing portfolios based on clients' individual needs and goals. They also provide financial planning services, delivering written plans that address areas like personal finances, cash flow, retirement, and investments. eCapital Advisors may also provide assistance with bookkeeping and other financial oversight services.
Assets Under Management$16M
Clients2
Advisors1
Avg. per Client$7.8M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for amounts in excess of $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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