Enclave Advisors manages investment portfolios and provides comprehensive wealth management for individuals, families, businesses, and charitable organizations. The firm develops customized investment plans based on each client's specific financial circumstances, risk tolerance, and goals, utilizing an academically-based approach influenced by Nobel Prize-winning economic strategies. In addition to core investment management, Enclave Advisors assists with broader financial considerations such as trust and estate planning, family office services, philanthropic goals, and business decision-making. Enclave Advisors generally requires a minimum account size of $5 million for new relationships, though the firm maintains discretion to accept smaller accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Accounts below the $5M minimum are charged 1.00%. Cash management accounts are charged 0.50%. Family office services are billed separately as flat fees ranging from 0.15% to 0.25% based on portfolio value.