Arcataur Capital Management provides ongoing investment management based on each client's individual needs and objectives. They determine client needs through communication and a questionnaire. Client assets are primarily invested in stocks and bonds. Arcataur manages all assets on a discretionary basis.
Assets Under Management$400M
Clients230
Advisors7
Avg. per Client$1.8M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Arcataur Capital Management charges a percentage of the value of your portfolio each year. The specific rate depends on the type of portfolio and the amount you invest. Here's a breakdown:
- Large Cap Equity Portfolios:
- Under $1 million: 0.85%
- $1 million to $5 million: 0.80%
- $5 million to $10 million: 0.75%
- Over $10 million: 0.70%
- Investment Grade Fixed Income Portfolios:
- Under $1 million: 0.60%
- $1 million to $5 million: 0.55%
- $5 million to $10 million: 0.50%
- Over $10 million: 0.45%
- Managed Balance Portfolios (Equities, ETFs, Fixed Income):
- Under $1 million: 0.80%
- $1 million to $5 million: 0.75%
- $5 million to $10 million: 0.70%
- Over $10 million: 0.65%
- Managed Balance Portfolios (ETFs and Fixed Income only):
- Under $3 million: 0.60%
- $3 million to $5 million: 0.55%
- $5 million to $10 million: 0.50%
- Over $10 million: 0.45%
All fees are subject to negotiation.
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