AFT US Capital LLC operates as an internet-based registered investment advisor providing investment advice exclusively through an interactive web and mobile application. The firm offers a wrap-fee program where clients receive portfolio recommendations based on information submitted through an electronic questionnaire. AFT US Capital LLC provides non-discretionary recommendations, meaning clients are ultimately responsible for implementing trades and directing purchases or sales of specific investments. Portfolios primarily consist of mutual funds, specifically money market funds, held at an independent qualified custodian and clearing broker. The firm serves business entities, leveraging internal algorithms to match clients with appropriate model portfolios while also offering continuous automated monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are calculated daily and billed monthly in arrears. The wrap fee is negotiable depending on client circumstances.