EightOne Capital manages investment portfolios and provides personalized financial planning for individuals, families, and businesses. EightOne Capital offers passive investment management through automated online platforms using exchange-traded funds and index mutual funds, and can help clients select appropriate allocation models. For financial planning, EightOne Capital covers retirement planning, risk management, college savings, cash flow, debt management, employee benefits, and estate and incapacity planning. The firm also offers business consulting, financial analysis, and project-based planning. EightOne Capital operates primarily on a fee-for-service and percentage-of-assets model, tailoring its approach to each client's specific goals and risk tolerance through an Investment Policy Statement.
Fee Structure
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% |
Fees are pro-rated and paid monthly in arrears. Fees may be negotiable in certain cases.