Advent Capital offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. Advent Capital creates an Investment Policy Statement for each client, which outlines the client’s current situation and constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Advent Capital generally limits its investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, and government securities.
Assets Under Management$56M
Clients110
Advisors2
Avg. per Client$510K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Growth strategy is a flat fee of 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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