Ares-Bound Capital

Fee-Only (% of Portfolio)

Ares-Bound Capital provides investment advice to individuals, high net worth individuals, and small businesses. Ares-Bound Capital creates customized financial plans based on client consultations, financial objectives, and identification of financial issues, including cash flow, education funding, retirement planning, and estate planning. Ares-Bound Capital manages client investment accounts using securities such as bonds, stocks, mutual funds, and exchange traded funds on a discretionary basis.

Assets Under Management$460K
Clients19
Advisors1
Avg. per Client$24K
Avg. per Advisor$460K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Ares-Bound Capital | TrueAdvisor