724 Capital offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. They also offer pension consulting services to employee benefit plans, including investment objective guidance and money manager recommendations. Financial planning covers investments, insurance, taxes, retirement, college, and debt.
Assets Under Management$260M
Clients1,270
Advisors11
Avg. per Client$200K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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