AKTive Capital Management (ACML) provides ongoing portfolio management based on individual client goals and risk tolerance. ACML creates an Investment Policy Statement for each client. ACML also offers a one-time flat fee service for mutual fund guidance on portfolio and retirement accounts, where clients implement the trades themselves. ACML generally limits its advice to equities, fixed income, mutual funds, ETFs, real estate funds, inflation-protected bonds, commodities, and non-U.S. securities.
Assets Under Management$6.2M
Clients17
Advisors1
Avg. per Client$360K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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