Axcel Capital Management provides investment management services, including creating investment strategies and managing portfolios. They work with clients to determine suitable strategies based on their income needs, tax situation, risk tolerance, and time frame. Axcel Capital Management generally invests in individual stocks, exchange-traded funds, and options.
Assets Under Management$12M
Clients71
Advisors1
Avg. per Client$180K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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