Excel Capital Management Corp. offers personalized investment management to individuals, trusts, small businesses, and corporations. Services include determining financial objectives, cash flow management, tax planning, investment management, education funding, retirement planning, and estate planning. Excel Capital manages portfolios by buying and selling stocks, bonds, ETFs, mutual funds, and options. Clients maintain asset control, with Fidelity Investments providing custody, clearing, and brokerage services.
Assets Under Management$180M
Clients68
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $199K | 2.00% |
| $199K - $499K | 1.50% |
| $499K - $999K | 1.25% |
| $999K - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6M+ | 0.75% |
The minimum annual fee for managing $500,000 portfolio is $6,250 and is not negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...