Exciten Capital provides investment advice and manages investment portfolios for individuals and small businesses. Exciten Capital uses quantitative analysis to invest client assets, primarily in mutual funds, but may also invest in stocks, bonds, and exchange traded funds. Investment services are not tailored to individual client needs. The firm may use leverage and short selling as part of its investment strategy.
Assets Under Management$1.5M
Clients1
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fee is generally up to 2% per year. Clients who are “qualified clients” may be charged a higher management fee on an annual basis in lieu of the incentive allocation. Incentive allocation is generally up to 25% of net income.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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