Arcus Capital Partners is an Atlanta-based registered investment advisor that has been in business since September 2008. The registered investment advisor primarily manages investment portfolios on a discretionary basis for high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Arcus Capital Partners begins the relationship by gathering information on your goals, time horizon, income and growth objectives, tax bracket, and risk tolerance. Using this information, the registered investment advisor builds and manages a customized portfolio utilizing mutual funds, exchange-traded funds, stocks, bonds, hedge funds, and third-party managers. In addition to individual account management, Arcus Capital Partners serves as the general partner for private investment funds and recommends tactical allocation strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
All fees are negotiable at the sole discretion of Arcus Capital Partners.