ACARA Capital Management manages investment portfolios for individuals and high-net-worth individuals. ACARA typically manages accounts using defined investment strategies like ACARA Focused, ACARA Ultra-Focused, and ACARA Diversified. While the strategies are not tailored to individual client needs, ACARA may create custom portfolios to satisfy short-term client requests like tax loss harvesting. ACARA requires authority to make trades without asking first from all clients.
Assets Under Management$25M
Clients23
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary based on the amount of assets under management and the investment program selected.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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