Influx Capital Management is a registered investment advisor that manages money for individuals, trusts, estates, IRAs, corporations, and business entities. Influx Capital Management focuses on its own research and aims to outperform benchmarks. The firm creates tailored portfolios of individual stocks, bonds, exchange traded funds (ETFs), and other public investments, reviewed at least quarterly and rebalanced as needed.
Assets Under Management$1.9M
Clients12
Advisors1
Avg. per Client$160K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable under certain circumstances. Minimum annual fee of $100, charged quarterly.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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