Aquilant Advisors is a registered investment advisor offering personalized investment management, financial planning, and consulting services. Operating as a registered investment advisor since 2016, Aquilant Advisors helps clients build and manage investment portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, and other securities. The firm provides ongoing portfolio supervision on both a discretionary and non-discretionary basis, meaning advisors can make trades on your behalf or consult you first, depending on your preference. In addition to direct portfolio management, Aquilant Advisors offers access to third-party institutional platforms such as AssetMark, SEI, and Cambridge Investment Research's WealthPort program. Financial planning services cover investment planning, retirement projections, tax efficiency strategies, portfolio reviews, and asset allocation. Aquilant Advisors serves individual investors, high-net-worth clients, trusts, estates, and retirement plan sponsors, tailoring strategies to each client's specific goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
The annual fee ranges up to 2.25% for standard asset management and up to 1.5% for flat annual fee arrangements. Fees are negotiable.