Ayla Capital provides investment advisory and portfolio management services, customizing portfolios based on client objectives. Ayla Capital uses a tactical allocation strategy to reduce risk and increase performance. The firm may recommend mutual funds, stocks, and cash positions. Ayla Capital also offers financial planning services, including retirement planning, tax optimization, and estate planning.
Assets Under Management$8M
Clients13
Advisors1
Avg. per Client$610K
Avg. per Advisor$8M
Fee Structure
Ayla Capital charges an annual management fee based on the value of your portfolio. The fee ranges up to 3.0% per year, depending on the investment strategy and the size of your account. Fees may be negotiable. If your assets are invested in managed account programs, the overall fee will not exceed 3.0% per year.
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