Data Analytics Capital provides personalized portfolio management and financial planning services to individuals and high-net-worth clients. Founded by Flavio Carrillo, the firm uses a blend of fundamental analysis, technical analysis, and artificial intelligence machine learning models to design and monitor investment strategies. In addition to managing investments, Data Analytics Capital offers comprehensive financial planning covering retirement strategies, cash flow analysis, tax reduction, estate preservation, and education funding. The firm requires a minimum investment of $500,000 to open an account and structures its fees around a percentage of the assets under management, with option for performance-based fees for qualified clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.1M | 0.50% |
| $1.1M+ | 0.50% |
Standard accounts are charged 2.0% annually. For accounts over $1,100,000 where clients meet qualification criteria, the fee is 0.5% plus 20% of annual portfolio performance above an agreed-upon benchmark. Fees are negotiable.