Ajax Capital offers portfolio management services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Ajax also provides consulting services to pension and employee benefit plans, including 401(k) plans. Ajax generally limits its investment advice to mutual funds, fixed income securities and equities, primarily recommending long-term capital appreciation.
Assets Under Management$110M
Clients5
Advisors1
Avg. per Client$23M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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