Acribus Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Acribus Capital offers investment management services designed to help clients achieve their investment objectives. They provide comprehensive wealth strategy services to help clients manage their financial affairs and achieve their long-term objectives. Acribus Capital also provides family office services tailored to meet the unique needs of high-net-worth families. Services include investment oversight, estate and insurance coordination, financial administration, and consolidated reporting.

Assets Under Management$52M
Clients7
Advisors2
Avg. per Client$7.4M
Avg. per Advisor$26M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20M+0.40%

Fees are negotiable. Public Fixed Income: 0.50% on the value of assets. Alternatives: 2.00% of Client's portfolio of assets billed. Endowment & Foundation and Institutional Clients: First $10,000,000: 0.65%, $10,000,001 to $20,000,000: 0.35%, Above $20,000,000: 0.15%, Public Fixed Income: 0.30% on the value of assets, Alternatives: 1.50 % of Client’s portfolio of assets billed.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Acribus Capital LLC | TrueAdvisor