AnCap Financial offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Wealth management includes ongoing financial planning and investment management. Investment management involves creating and managing portfolios based on client goals and risk tolerance. AnCap Financial also offers retirement plan consulting and management services for employer-sponsored plans.
Fee Structure
AnCap Financial provides investment management services to clients who have engaged in a comprehensive financial plan. The monthly fee is based on the value of your investments:
- $50,000 - $500,000: $100/month
- $500,000 - $1,000,000: $250/month
- Over $1,000,000: $500/month
For example, if you have $2,000,000 under management, you would pay $500/month.