Asymmetric Advantage Capital Management (AACM) provides ongoing investment management based on individual client goals and risk tolerance. AACM creates an Investment Policy Statement for each client to guide portfolio selection. Clients can invest in general portfolios or focused quantitative strategies. AACM also offers financial planning services covering various areas like retirement, college, and debt planning. These services are based on hourly or fixed fees.
Assets Under Management$51M
Clients49
Advisors2
Avg. per Client$1M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable. Qualified clients may be charged a combination of AUM based (1%) and performance based fees (20% of gains above high-water mark).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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