Enclave Advisors offers wealth management and investment advisory services. They begin with a consultation to determine your financial situation and goals. Enclave then presents a customized investment plan. They manage client accounts with authority to make trades without asking first, based on your Investment Policy Statement. Enclave also helps with financial considerations beyond investments, such as trust and estate planning, at no extra cost.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.32% |
In certain circumstances, Enclave may in its discretion accept accounts below $5,000,000 with annual fees as follows: First $3,000,000 – annual fee of 1.00%; Balance of $3,000,000 to $5,000,000 – annual fee of .90%. There is generally a minimum annual fee of $30,000 regardless of account size given the complexity of services provided.