Ardent Capital, led by Mark Liu, manages investments for clients in their brokerage or retirement accounts. They tailor asset allocation to each client's needs and risk tolerance, using stocks, mutual funds, ETFs, and fixed income investments. Ardent Capital has the authority to buy and sell investments and process billing, but does not take custody of client assets. The firm's main strategy is asset allocation, and they do not condone margin or day trading.
Assets Under Management$59M
Clients33
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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