Alsworth Capital Management (ACM) provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. ACM creates investment strategies based on client goals, risk tolerance, and financial situations. ACM typically uses mutual funds and exchange-traded funds (ETFs) but may also use individual stocks, bonds, and options. ACM also offers financial planning services covering investment, retirement, tax, insurance, debt management, and education savings.
Assets Under Management$97M
Clients181
Advisors1
Avg. per Client$540K
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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