Most Capital

Fee-Only (% of Portfolio)

Most Capital is an investment advisory firm providing investment management services to individual clients. The firm invests exclusively in Exchange Traded Funds (ETFs) using a market-adaptive strategy that seeks to avoid significant losses while capturing positive returns. Most Capital does not manage commingled funds or participate in wrap-fee programs.

Assets Under Management$250K
Clients1
Advisors1
Avg. per Client$250K
Avg. per Advisor$250K

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3.0M - $6.0M1.88%
$6.0M - $9.0M1.75%
$9.0M - $15.0M1.63%
$15M+1.50%

Most Capital reserves the right to negotiate, reduce or waive the advisory fee for certain Client Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Most Capital | TrueAdvisor