Proficio Capital Partners offers personalized investment services, managing assets based on client needs and risk tolerance. They utilize a core investment portfolio, adjusting it as needed. Proficio also sponsors private funds for illiquid investments. They consider liquid and less-liquid investments, including hedge funds, private equity, and real estate. Proficio does not provide legal or tax advice but will work with a client’s legal and tax advisors when warranted.
Assets Under Management$4B
Clients145
Advisors2
Avg. per Client$27M
Avg. per Advisor$2B
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In certain situations, clients were offered a fixed annual fee of up to $1,200,000 depending on additional services required, the amount of assets under management or in lieu of a percentage of the client’s assets. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...