ARCAP Partners LLC offers two main services: financial planning and discretionary investment management. For financial planning, ARCAP Partners creates comprehensive or modular plans covering cash flow, education, retirement, taxes, insurance, and estate planning. For investment management, ARCAP Partners builds personalized portfolios using strategic asset allocation, primarily investing in exchange-traded funds, mutual funds, real estate investment trusts, and individual securities. ARCAP Partners tailors strategies to each client's risk tolerance, time horizon, and goals, and allows clients to place reasonable restrictions on their accounts. The firm operates independently and directs custodial accounts to Interactive Brokers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.00% |
Fees are negotiable. Households and immediate family members residing at the same address may be combined for fee calculation purposes.