Aft US Capital LLC

Fee-Only (% of Portfolio)

AFT US Capital LLC is an internet-based registered investment advisor that provides investment advice through a wrap-fee program. The firm uses an automated system to recommend non-discretionary investment portfolios based on client's risk tolerance and investment objectives. Clients are responsible for implementing the recommendations. AFT US Capital LLC primarily recommends money market funds. The firm does not manage cash balances.

Assets Under Management$220
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.50%
$2.0M - $5.0M0.35%
$5.0M - $10.0M0.25%
$10M+0.15%

Wrap fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Aft US Capital LLC | TrueAdvisor