ACSB Capital Management offers investment advice to individuals, pension plans, trusts, and businesses. They provide investment management, pension consulting, and financial planning. Investment management is offered on a non-discretionary basis, meaning ACSB needs your approval before making any trades. They also offer pension consulting services to employee benefit plans. Financial planning services cover a range of topics, including retirement, tax, estate, and college planning.
Assets Under Management$9.6M
Clients29
Advisors1
Avg. per Client$330K
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for equity and mixed portfolios. Fixed income portfolios have a different fee schedule: First $3M: 0.80%, $3M-$15M: 0.50%, Over $15M: 0.30%. Minimum account size is $3,000,000. Family accounts may be combined to determine the fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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