Irish Capital offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. Irish Capital creates customized investment strategies using exchange-traded funds and low-cost mutual funds, and provides financial planning services covering investment, retirement, education, and insurance needs. Irish Capital acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$8.1M
Clients78
Advisors1
Avg. per Client$100K
Avg. per Advisor$8.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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