Ajax Capital Advisors offers financial planning, which can be a stand-alone service or coupled with ongoing portfolio management. For portfolio management, Ajax develops a financial outline based on the client's financial circumstances, goals, and risk tolerance. Ajax manages investment portfolios on a discretionary or non-discretionary basis.
Assets Under Management$28M
Clients63
Advisors4
Avg. per Client$440K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fees may apply. Ajax may negotiate special fee arrangements.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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