Applied Capital provides investment management services to help clients build and preserve wealth. The firm manages accounts on a discretionary basis, primarily allocating assets among individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds, and other public and private securities. Portfolios are designed to meet specific investment goals and are continuously monitored and rebalanced. Applied Capital focuses on selecting equity securities of well-established businesses with long track records of paying and increasing dividends.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Maximum annual advisory fee is 1.80%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by Applied Capital and the client. Family related accounts may receive a reduced fee.