Ethical Capital Investment Collaborative manages investment portfolios for individuals and high-net-worth individuals, focusing on ethical and sustainable investing. They also offer sub-advisory services to other registered investment advisors. Ethical Capital customizes portfolios to suit client risk tolerances and ethical preferences, excluding securities that do not meet their guidelines.
Assets Under Management$3.7M
Clients58
Advisors1
Avg. per Client$64K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For sub-advisory services, the annual fee is 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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