Van Ake Capital provides personalized asset management services to individuals and small businesses. The firm offers continuous supervision of accounts, helping clients evaluate and select investments, and adjust portfolios. Van Ake Capital meets with clients to discuss investment suitability, risk tolerance, goals, and market conditions. Services are offered in both discretionary and non-discretionary formats.
Assets Under Management$23M
Clients15
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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