Applied Capital manages investment portfolios and offers financial planning services for individuals and high-net-worth clients. Applied Capital creates tailored portfolios using mutual funds, exchange-traded funds, equities, bonds, and alternative investments like private real estate investment trusts and structured notes. The firm generally discourages direct cryptocurrency exposure due to volatility and risks. In addition to investment management, Applied Capital provides financial planning covering retirement, taxes, education, estate planning, risk management, and charitable giving. Estate planning document preparation is available through a partnership with Wealth.com, and securities-backed lending solutions are facilitated through a relationship with SyntheticFi. Applied Capital operates offices in Little Rock, Arkansas, and Nashville, Tennessee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable depending on client needs and situation complexity.