Anselme Capital, Inc. (ACI) creates financial outlines and investment plans for clients based on their financial circumstances, goals, and risk tolerance. ACI manages investment portfolios on a discretionary or non-discretionary basis, investing primarily in mutual funds, ETFs, and common stocks. ACI also offers ongoing advisory services for assets held away, such as 401(k) accounts, through a service agreement with Pontera.
Assets Under Management$72M
Clients94
Advisors2
Avg. per Client$760K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees may be negotiable at ACI's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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