A3 Capital Advisors offers portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. A3CA also provides consulting services involving periodic reviews of existing investments held elsewhere. A3CA generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$230M
Clients24
Advisors2
Avg. per Client$9.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are generally negotiable. Some clients may opt to pay an annual fee of 0.70% of assets under management along with a 15% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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