Aristides Capital provides investment management services to private funds and asset management services to individuals and high-net-worth individuals. For individuals, Aristides Capital creates portfolios consisting of stocks, bonds, exchange-traded funds, options, mutual funds, and other public and private securities. Portfolios are tailored to the client's specific needs and investment goals and are continuously monitored and rebalanced.
Assets Under Management$470M
Clients5
Advisors3
Avg. per Client$95M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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