EightOne Capital offers investment advisory services, potentially using third-party money managers, and financial planning. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. EightOne Capital also provides portfolio management services through Institutional Intelligent Portfolios™️, an automated, online investment management platform.
Assets Under Management$2M
Clients17
Advisors1
Avg. per Client$120K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Annual fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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