Accord Capital Management offers investment advice tailored to clients' needs and objectives. They provide discretionary portfolio management, developing strategies based on risk tolerance and financial circumstances. They monitor portfolio performance and rebalance as needed. Clients grant Accord Capital Management authority to make trades without prior approval, but can set restrictions. They may invest assets according to model portfolios.
Assets Under Management$32M
Clients84
Advisors2
Avg. per Client$380K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fee is negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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