8020 Capital provides customized investment advice and manages investments for individuals, high net worth individuals, trusts, estates, and businesses. They work with clients to understand their goals, risk tolerance, and financial situation to create a custom portfolio strategy. They use exchange-traded funds, mutual funds, and individual stocks. 8020 Capital also offers financial planning services, including investment planning, retirement planning, and estate planning.
Assets Under Management$49M
Clients19
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Wealth management fees range from 0.50% to 0.75% annually. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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