Angell Capital Management (ACM) offers personalized financial planning and investment management services. ACM provides advice through consultations, covering financial objectives, problem identification, cash flow, tax, insurance, investments, education, retirement, and estate planning. ACM creates and manages portfolios based on a client's personal investment policy. Clients can authorize ACM to manage assets with or without discretionary authority. ACM also provides financial plans designed to achieve stated financial goals.
Assets Under Management$87M
Clients158
Advisors2
Avg. per Client$550K
Avg. per Advisor$43M
www.angellcapital.com ·www.facebook.com/acmplanahead ·www.linkedin.com/company/angell-capital-managem...
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees negotiable for amounts over $1 million. Client fees may exceed 2% for any account with a balance of less than $125,000, when the minimum quarterly fee of $625 has been applied.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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