Draco Capital Partners, LLC

Fee-Only (% of Portfolio)

Draco Evolution Corp. provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They use a mobile app called Dravo, where clients can follow model portfolios or mimic the trading activity of famous fund managers and politicians. Draco also utilizes artificial intelligence to assist in delivering and managing services, with final investment decisions approved by human advisors. Draco is also a sub-advisor to the Draco Evolution AI ETF.

Assets Under Management$15M
Clients17
Advisors1
Avg. per Client$890K
Avg. per Advisor$15M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M0.75%
$1M+0.25%

These fees are generally negotiable. Some Separately Managed Account clients may elect to have Draco manage their portfolios with a performance-based fee. Those clients will pay an annual fee based on the table above of assets under management along with a 20.00% performance fee based on capital appreciation.

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$500K
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Location

1 Advisors at this firm

Draco Capital Partners, LLC | TrueAdvisor