Antonetti Capital Management (ACM) provides personalized portfolio management and financial planning services. ACM tailors its advice to each client's needs and objectives. ACM offers both discretionary and non-discretionary portfolio management. ACM may use model portfolios and monitors portfolio performance, rebalancing as needed. Clients can choose to have fees deducted directly from their accounts.
Assets Under Management$130M
Clients141
Advisors2
Avg. per Client$920K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Some clients may pay lower fees. Fee schedules are not blended. There is also a separate fee schedule for Fixed Income Only accounts: $100,000 - $2,000,000: 0.50%, $2,000,001 - $5,000,000: 0.40%, $5,000,001 - $10,000,000: 0.30%, Assets in excess of $10 million: 0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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