Acanto provides personalized investment management, financial planning, and quantitative research to high-net-worth individuals, pension plans, trusts, estates, charitable organizations, small businesses, and other advisors. They offer both discretionary and non-discretionary asset management. Discretionary asset management is based on proprietary models. Non-discretionary assets are reviewed monthly in consultation with the client. Financial planning services include creating a comprehensive written financial plan covering various aspects of a client's finances.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |