Ansonia Capital Advisors offers investment advisory services to individuals, high net worth individuals, trusts, and estates. Ansonia works with clients to identify their investment goals, risk tolerance, and financial situation to create a customized investment strategy. Portfolios are constructed using exchange-traded funds, mutual funds, individual stocks, bonds, options, and REITs. Ansonia does not take custody of client funds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1M+ | 0.50% |
Fees may be negotiable. Accounts under $100,000 may be charged up to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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