Argos Capital Partners (ACAP) offers financial planning and investment advice to wealthy individuals and families. ACAP provides advice on asset allocation, exchange traded funds, third-party managers, mutual funds, and individual investment securities. ACAP's primary investment approach is passive index investing. ACAP also advises on investments in privately offered investments such as private operating companies and real estate offerings.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Some (legacy) clients are charged a fee based solely on assets under management ranging from 0.4% to 1.0%. Subject to a client’s approval, they may also pay a performance fee on certain Privately Offered Investments that is equal to 10 or 15% of the realized profits earned from such investments. ACAP also charges a 1% fee up front that is later credited/offset against any performance fee that is earned.