Aquinas Capital Advisors offers investment advice and financial planning services. For investment management, Aquinas Capital Advisors determines the securities to be bought or sold, but the client makes the final decision. Financial planning services include a review of wills, estate plans, investments, taxes, and insurance. Aquinas Capital Advisors also provides services to retirement plans.
Assets Under Management$8.5M
Clients90
Advisors1
Avg. per Client$94K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K+ | 1.25% |
Fees are negotiable for amounts over $100,000. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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