Auxan Capital Advisors (ACA) offers investment management services using both active and passive strategies. ACA tailors investment advice to meet client needs and objectives, providing continuous supervision and re-optimization of portfolios. ACA also offers advisory services to retirement plans. ACA may appoint sub-advisors to manage client accounts. Investment strategies are based on client goals, risk tolerance, and time horizon.
Fee Structure
Auxan Capital Advisors (ACA) offers two main types of investment management: active and passive.
For Active Management, the fees are:
- 1.9% per year for Concentrated Growth Strategy
- 1.0% per year for ETF/Mutual Fund Strategies and Passive Equity Strategies
- 0.3% per year for Individual Bonds/CDs
For Passive Management, the fees vary depending on the custodian (Betterment, Charles Schwab, or American Funds). The fee is based on the total amount of assets managed across all custodians. The fee for American Funds is 0.75% per year. See the fee schedule below for Betterment and Charles Schwab.
ACA may charge a lower fee based on various factors and all fees are negotiable. ACA does not receive commissions from the sale of securities.