Aeon Capital Partners (ACP) offers investment management services to clients through separately managed accounts. ACP gathers information about client goals and risk tolerance. ACP manages a single investment strategy for all clients, focusing on long equity positions. The firm uses fundamental analysis to identify investment opportunities. Clients should have minimum investable assets of $100,000, but this is negotiable.
Assets Under Management$2.9M
Clients23
Advisors1
Avg. per Client$130K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Nonqualified clients pay 2.0% annually. Qualified clients pay 1.0% annually with a 10% performance allocation in excess of a 5% annual hurdle rate with a high-water mark. The firm may negotiate the amount of management fees depending on the circumstances of each client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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