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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $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.