Analog Capital Partners provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, insurance, tax, retirement, education, and debt/credit planning. Analog Capital primarily recommends equities but may use other securities to diversify portfolios. Clients can impose investment restrictions.
Assets Under Management$93M
Clients173
Advisors6
Avg. per Client$540K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,188
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are charged on a blended rate and are negotiable. There is a minimum annual fee of $1,188.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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