Esoterica Capital specializes in thematic investing in the global digital economy, using fundamental research and adaptive asset allocation. Esoterica invests in themes expected to participate in global digital transformation across sectors. Their adaptive asset allocation aims for low volatility and capital preservation, adjusting risk based on market conditions.
Assets Under Management$43M
Clients2
AdvisorsN/A
Avg. per Client$22M
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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and can be reduced depending on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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