Eurocapital Advisors, INC

Fee-Only (% of Portfolio)

EuroCapital Advisors is a registered investment advisor offering investment advice through representatives in Latin America and Spain. EuroCapital provides solutions to high net worth clients who require personalized, independent wealth management advice. EuroCapital offers an Asset Management Program and an Advisory Referral Program. The firm works with your existing team of advisors to help you manage your wealth.

Assets Under Management$100M
Clients9
Advisors2
Avg. per Client$12M
Avg. per Advisor$52M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.00%
$25.0M - $50.0M0.50%
$50M+0.38%

Fees may also be negotiated depending on level of services provided and assets under supervision. The fee range of 0.75%-1.00% is used for the first tier.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Eurocapital Advisors, INC | TrueAdvisor