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ACap Asset Management
Protecting Your Financial Health
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Fee-Only Financial Planning and Investment Services
For health care professionals, business owners, and individuals
Get a pulse on your financial position

Our Fees

Ongoing Wealth Management

The fee structure for ongoing wealth management is shown below. Our minimum annual fee is $2,400, billed quarterly.

Minimum Fee: $200 / month ($2,400 a year)

Assets Under Management (AUM)* Annual Fee
$0 – $2,500,000 1.00%
$2,500,001 – $5,000,000 0.75%
Over $5,000,000 0.50%

* AUM includes assets held with a third-party custodian and excludes personal bank accounts, real estate, or other non-marketable securities.

Comprehensive Financial Plan

The cost for a one-time comprehensive financial plan is $3,500. A discount applies to Emerging Physicians and individuals interested in ongoing wealth management.

Tax Services

Businesses: We offer comprehensive full service accounting/tax services starting at $799/month.

Individuals: Tax services start at $550 per return and are only available to our Ongoing Wealth Management clients.

The aforementioned fees are subject to change based on the complexity and scope of the engagement.

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