Aerie Capital Management offers investment management, retirement plan consulting, and financial planning services. For investment management, Aerie Capital creates tailored portfolios using stocks, bonds, mutual funds, and exchange-traded funds. The firm also provides consulting services to retirement plans and offers financial planning on a fixed-fee or hourly basis, covering areas like retirement, estate, and education planning.
Assets Under Management$26M
Clients90
Advisors1
Avg. per Client$290K
Avg. per Advisor$26M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.88% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.63% |
| $1M+ | 0.50% |
Fees are negotiable. Aerie Capital charges 0.50% per year for advice/investment management of clients’ qualified plan accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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