Accent Capital provides investment management services to individuals and institutions. They offer various investment strategies, including large-cap growth, all-cap growth, and international investments, along with fixed-income securities, private funds, and mutual funds. Accent Capital manages accounts on a discretionary basis, guided by client objectives and tax considerations. They review portfolios monthly for cash levels and consistency.
Assets Under Management$380M
Clients92
AdvisorsN/A
Avg. per Client$4.2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
A minimum of $100,000 of assets under management is required. Discounts may be offered to family members and friends of associated persons of the firm. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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