Accrescent Capital Management provides investment advice to high net worth individuals, managing their accounts on a discretionary basis. Accrescent invests mainly in equity securities traded on U.S. and foreign exchanges, but may also invest in other securities. Accrescent may tailor its advisory services to individual client needs by adhering to client-imposed investment restrictions. Accrescent does not maintain custody of client funds.
Assets Under Management$1.4M
Clients8
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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