American Strategic Capital provides investment management programs using mutual funds and exchange-traded funds. They offer both non-discretionary and discretionary programs, including sector rotation strategies. Fees are based on a percentage of the value of your portfolio. They also offer portfolio review programs for a fixed fee. American Strategic Capital also provides investment research services to wealth managers and institutional investors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.88% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. Performance-based fees may also be charged to qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...