Arcap Partners LLC

Fee-Only (% of Portfolio)Fixed/Hourly

ARCAP Partners provides investment advice to individuals and high net worth individuals. ARCAP's services include investment management using third-party quantitative models, comprehensive financial planning, and business consulting. Financial planning covers areas like cash flow, retirement, and estate planning. Business consulting addresses needs of business owners, including cash flow analysis and succession planning. ARCAP may recommend insurance products, creating a conflict of interest.

Assets Under Management$25M
Clients24
Advisors2
Avg. per Client$1M
Avg. per Advisor$12M

Fee Structure

ARCAP manages investments using third-party quantitative models. The annual fee is a percentage of the value of your portfolio. The exact fee schedule is not provided in this document. Fees are deducted directly from your account by Interactive Brokers. You will also pay indirect fees charged by the mutual funds or ETFs that ARCAP may recommend.

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Location

2 Advisors at this firm