American Capital Management provides portfolio management, financial planning, and consulting services. They create tailored investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer referrals to third-party money managers. Investment advice is tailored to individual needs, considering investment purpose, time horizon, income needs, and goals.
Assets Under Management$98M
Clients440
Advisors10
Avg. per Client$220K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:$10K
American Capital Management offers two in-house portfolio management programs:
- Allocation Perspectives Portfolio: Invests primarily in no-transaction-fee mutual funds, with secondary investments in exchange-traded funds and individual stocks. Transaction fees may apply.
- Allocation Insights Portfolio: Offers nine different model portfolios based on your risk tolerance. Charles Schwab charges an additional asset fee of 0.0625% each quarter.
Fees are based on a percentage of the account value and are deducted monthly. Fees may be negotiable. They also utilize third-party money managers, where fees vary depending on the advisor and program selected.
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