Acosta Capital Advisors (ACA) provides ongoing portfolio management and financial planning services. ACA creates personalized investment plans based on each client's goals, risk tolerance, and time horizon. ACA may request authority to make trades without asking first. Financial planning covers investments, insurance, taxes, retirement, college, and debt. ACA primarily advises on mutual funds, fixed income, real estate funds, equities, ETFs, and private placements.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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