Ackerman Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Ackerman Capital Management manages investment portfolios for high-net-worth individuals, families, corporations, and charities. They offer customized investment strategies and financial planning advice. They primarily invest in exchange-traded funds and no-load mutual funds. They also provide retirement plan consulting to businesses. Ackerman Capital Management serves as the investment advisor to two private funds.

Assets Under Management$480M
Clients177
Advisors3
Avg. per Client$2.7M
Avg. per Advisor$160M

Fee Structure

Minimum Investment:$1M

Ackerman Capital Management charges a percentage of your portfolio value annually. The standard fee schedule typically ranges from 0.2% to 1.0%. The fees are deducted quarterly from your account. Some existing clients have tiered fee schedules that are not offered as part of the firm’s current fee schedule.

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Location

3 Advisors at this firm

Ackerman Capital Management | TrueAdvisor