Assets Under Management
$225.9M
Number of Clients
1,311
Number of Advisors
12
Average Client AUM
$172K
AUM per Advisor
$18.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
724 Capital, LLC offers ongoing wrap fee portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. They select outside portfolio managers for the wrap fee program.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are generally negotiable.
OH, United States