Addison Capital offers investment advice and portfolio management based on individual client needs. They develop strategies and monitor portfolios, advising on equity and fixed income markets. Addison Capital tailors services to each client's circumstances, preferences, and objectives, structuring asset allocation to match. They manage client assets on both a discretionary and non-discretionary basis.
Assets Under Management$810M
Clients278
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum management fee is ordinarily 1.25% of a Client’s assets under management. Fees are negotiable and may vary based on total Client relationships and marketing considerations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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