ACap Asset Management provides investment advice to individuals and other clients. ACap offers asset management services, creating tailored portfolios of stocks, bonds, ETFs, and other securities. They also offer standalone financial planning and consulting services covering investment planning, retirement, estate, tax, education, real estate, and insurance analysis. ACap also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$220M
Clients145
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The maximum annual fee charged for asset management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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