Credicorp Capital Advisors offers asset management, research, and financial advice to individuals, institutions, and corporations. The firm's wrap fee program allows clients to trade in certain investments without incurring separate brokerage commissions. Clients complete an investor profile to determine their investment objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolios. For online automated advisory services, Credicorp Capital Advisors partners with BCP Global as a sub-advisor.
Assets Under Management$980M
Clients260
Advisors16
Avg. per Client$3.8M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Credicorp Capital Advisors offers investment management through a wrap fee program. Here's how the fees work:
- Regular Wrap Accounts (non-automated): Fees typically range from 0.25% to 2% annually, based on the value of your investments and the complexity of your portfolio. This fee covers securities transactions, brokerage, and custodian fees.
- Online (Automated) Advisory Accounts: Fees range from 1.00% to 1.50% annually, based on the value of your investments. This fee covers securities transactions, sub-advisory, brokerage, and custodian fees.
All fees are negotiable.
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