Capital-E-Advisors provides financial planning and investment management services. Capital-E also offers advice on tax minimization and estate planning, working with your existing accountants and attorneys. Capital-E aims to simplify your financial life by using integrated tools to consolidate and manage your finances. They use an evidence-based investment framework that focuses on expanding the number of asset classes in a typical portfolio to reduce risk.
Assets Under Management$61M
Clients70
Advisors1
Avg. per Client$870K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.45% |
| $50M+ | 0.45% |
Fees are negotiable in rare situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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