Aston Capital Management

Fee-Only (% of Portfolio)

Aston Capital Management is a registered investment advisor that provides investment advice to private funds and high-net-worth individuals. Aston manages several funds and a Regulation S structure for US real estate investments for non-US persons. Aston provides investment advice with respect to several different strategies and asset classes, primarily on relatively liquid securities. For individual clients, Aston provides portfolio allocation advice to seek a balanced portfolio.

Assets Under Management$550M
Clients25
Advisors3
Avg. per Client$22M
Avg. per Advisor$180M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$12,000

Aston Capital Management's fees for individual clients are determined on a client-by-client basis and are based on the market value of the assets under management at the end of each calendar quarter. The typical investment advisory fee is 0.3% plus 10% over SOFR + Hurdle annually, subject to a minimum annual fee of $12,000. Some individual clients pay only a percentage of the annual gains without a hurdle. Fees may be negotiable.

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Location

3 Advisors at this firm