Asheville Capital Management (ACM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. ACM creates an Investment Policy Statement for each client. ACM primarily recommends equities, but may also use non-U.S. securities and private placements. ACM requires authority to make trades without asking first. ACM does not participate in wrap fee programs.
Assets Under Management$1M
Clients8
AdvisorsN/A
Avg. per Client$130K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients also pay a 20% performance fee based on capital appreciation above the Morgan Stanley Capital International All Country World Index.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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