Alisio Capital Partners LLC is an investment advisory firm offering discretionary portfolio management services primarily utilizing a diversified strategy of exchange-traded funds. Alisio Capital Partners tailors its approach through personalized Investment Policy Statements and suitability assessments. The firm focuses on long-term wealth accumulation using a low-cost, global exchange-traded fund strategy, serving high-net-worth individuals and international investors. Alisio Capital Partners operates on a fee-only basis and requires a minimum three-year advisory engagement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual management fee is up to 0.85% of assets under management. The firm may charge a lower fee to accounts held by the adviser or immediate family members at its discretion.