Alexander Capital Advisors (ACA) offers discretionary investment management to individuals, high net worth individuals, trusts, estates, and corporations through a wrap-fee program. ACA does not provide financial planning or insurance planning services. ACA also manages a private fund, The Plato Fund L.P., and may advise clients on investing in it, though this presents a conflict of interest. ACA creates and manages portfolios based on clients' risk tolerance and investment goals.
Assets Under Management$93M
Clients15
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...