Denarius Capital Advisors offers ongoing investment management and financial planning services to individuals and retirement plans through an online platform. The firm creates personalized investment policy statements and constructs portfolios utilizing mutual funds, equities, and exchange-traded funds based on each client's specific goals, risk tolerance, and time horizon. Denarius Capital Advisors also provides retirement plan consulting for corporate retirement accounts, as well as a variety of financial planning options ranging from basic reviews to comprehensive, multi-month financial planning engagements.
Assets Under Management$170M
Clients274
Advisors2
Avg. per Client$620K
Avg. per Advisor$85M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Corporate retirement accounts are charged a fixed fee of $100/employee and $2,500 per year per plan. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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