In On Capital Advisors provides investment advisory and investment management services. It offers custom investment advice for high-net-worth individuals, families, and personal investment companies, as well as investment management services for private funds and structured notes. The firm uses a tactical allocation strategy to manage portfolios, aiming to reduce risk and increase performance. In On Capital Advisors may recommend unaffiliated money managers to clients.
Assets Under Management$390M
Clients48
Advisors6
Avg. per Client$8M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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