Aetolia Capital offers investment management and advisory services, investing in various domestic and foreign securities. They aim for superior long-term returns while minimizing risk through a disciplined investment process based on macroeconomic analysis. Clients can cancel their agreement within five business days without penalty. Aetolia Capital generally requires a minimum initial investment of $250,000, but exceptions may be made.
Assets Under Management$39M
Clients63
Advisors1
Avg. per Client$620K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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