Procapita Partners provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements for each client. Procapita may also direct clients to third-party investment advisors. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Family office services are offered through Viquity Asset Management, a division of Procapita Partners.
Assets Under Management$1.5M
Clients14
AdvisorsN/A
Avg. per Client$100K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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