Aurelien Capital Partners (ACP) offers wealth management and financial planning services. ACP works with individuals, high net worth individuals, families, professional athletes, and exonerees. ACP provides investment advice and manages portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. Financial planning services include retirement planning, estate planning, and insurance needs analysis. ACP may recommend unaffiliated investment managers or platforms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the firm. The client’s fees will take into consideration the aggregate assets under management with the firm. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions, and other complexities may be charged a higher fee.