Acansa Investment Management Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Acansa Investment Management Group provides investment advisory and portfolio management services to foundations, endowments, non-profit institutions, mission-oriented private organizations, and family office entities. Acansa recommends investment managers to provide a diversified portfolio that meets client investment objectives and guidelines. Acansa may also provide customized investment consulting and analysis.

Assets Under Management$900M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$900M

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Acansa's fees for managed accounts typically include an asset-based management fee and incentive compensation. The management fee ranges up to 0.55% of the client's net assets under management. Fees may be subject to a fixed dollar minimum and a schedule with different or lower fees at varying asset levels or based on client-specific circumstances. Acansa may also charge an additional fixed monthly fee ranging up to $10,000 for customized investment consulting and analysis services.

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Location

1 Advisors at this firm