Ensure Capital provides financial planning and investment portfolio management services to individuals and small businesses. Ensure Capital's investment strategy favors equity investments for long-term growth. They develop personalized investment portfolios based on client goals, risk tolerance, and time horizon. They also offer non-continuous asset management of client retirement accounts.
Assets Under Management$780K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$780K
Fee Structure
Minimum Investment:$250K
Ensure Capital manages investment portfolios for a fee based on a percentage of the value of your portfolio. The exact percentage is negotiable. There is also a separate annual account maintenance fee that ranges from $99 to $139, billed twice yearly.
Loading...