Aqua Capital Advisors offers investment management and financial planning services. They create investment policy statements and manage client portfolios, primarily using exchange-traded funds (ETFs). Financial planning covers areas like retirement, insurance, and tax planning. Aqua acts as a fiduciary, prioritizing client interests and disclosing any conflicts of interest.
Assets Under Management$120M
Clients41
Advisors2
Avg. per Client$3M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable at Aqua's discretion. Related accounts may be aggregated for fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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