Acanto, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$8.4M
Clients30
Advisors2
Avg. per Client$280K
Avg. per Advisor$4.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.25%
$10M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm