Five Factor Capital Advisors, LLC offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a portfolio that matches their specific situation. They primarily use no-load, institutional mutual funds offered by Dimensional Fund Advisors or other passively managed vehicles. They also retain a third-party account administrator, LWI Financial Inc., for certain services.
Assets Under Management$30M
Clients39
Advisors1
Avg. per Client$770K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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