American Capital Advisory (ACA) offers investment management services to individuals, high net worth individuals, corporations, trusts, and financial institutions. ACA creates custom portfolios based on each client's risk tolerance, income needs, and investment goals. ACA primarily uses low-cost Exchange Traded Funds (ETFs) and mutual funds. ACA manages client assets on a discretionary basis.
Assets Under Management$250M
Clients360
Advisors7
Avg. per Client$710K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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