Adasina Social Capital provides investment management and financial consulting services for individuals, families, and institutions, with a core focus on social justice investing. For individual clients, Adasina Social Capital creates personalized investment portfolios that align with each client's risk tolerance, financial goals, and social values such as racial, gender, economic, and climate justice. Clients can place specific restrictions on their accounts to exclude certain companies or industries. In addition to portfolio management, Adasina Social Capital offers financial consulting on topics like cash flow, risk assessment, values-aligned strategy creation, and goal funding. The firm also serves institutional clients through exchange-traded funds and model management services. Adasina Social Capital requires individual clients to maintain their accounts with Charles Schwab & Co., Inc. as the custodian and executing broker.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees on assets above $25,000,000 may be customized and change on a client-by-client basis.