Anacapa Financial offers investment advice and financial planning. Investment advice includes reviewing financial goals, recommending asset allocation strategies, and preparing written investment strategies. Financial planning includes risk assessment, investment planning, estate planning, and financial organization. Anacapa also offers tax preparation, bookkeeping, and estate planning document services. Anacapa provides these services through employee advisors and independent contractors.
Assets Under Management$69M
Clients182
Advisors5
Avg. per Client$380K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000.01.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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