Excelsus Capital Management offers investment management based on individual client needs and financial planning services. Investment management is offered on a discretionary or non-discretionary basis. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Recommendations are not limited to specific products.
Assets Under Management$50M
Clients72
Advisors1
Avg. per Client$690K
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable on the balance over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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