Archedia Capital provides investment management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, non-profit organizations, and corporations. Archedia manages investments in equities, exchange traded funds, fixed income, U.S. Treasuries, and alternative investment strategies. They may also use options and foreign currencies. Archedia uses both passive and active investment strategies.
Assets Under Management$740K
Clients5
Advisors1
Avg. per Client$150K
Avg. per Advisor$740K
Fee Structure
Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.40% |
Fees are negotiable. For certain qualified clients, Archedia may charge a performance-based profit allocation fee of up to 20% of each investor’s annual net realized and unrealized profits.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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