Advent Capital Strategies (ACS) manages investment portfolios for individuals, charitable organizations, and businesses. ACS creates tailored investment plans based on client goals, risk tolerance, and time horizon, primarily using mutual funds and ETFs. ACS also offers express financial consulting for specific financial concerns, providing a one-time session with a planner and a summary of recommendations.
Assets Under Management$3.4M
Clients24
Advisors1
Avg. per Client$140K
Avg. per Advisor$3.4M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K - $100K | Included |
| $100K - $250K | 0.95% |
| $250K - $749K | 0.85% |
| $749K - $2.0M | 0.75% |
| $2M+ | 0.45% |
For accounts with a market value of $99,999 or less, the fees are $750 (for $0-$49,999) and $950 (for $50,000-$99,999). The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...