Anacapa, LLC provides investment advice and manages portfolios for clients with significant net worth, including private foundations and family trusts. Anacapa works with clients to understand their financial goals, risk tolerance, and income needs. Anacapa researches and allocates investments across various securities and investment vehicles, including publicly traded securities, mutual funds, ETFs, and private investments. Clients can choose the level of discretion Anacapa has over their accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100.0M - $250.0M | 0.17% |
| $250M+ | 0.17% |
Fees for relationships with assets under management exceeding $250 million are subject to discussion and negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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