American Capital Management, INC.
Assets Under Management
$78.7M
Number of Clients
415
Number of Advisors
10
Average Client AUM
$190K
AUM per Advisor
$7.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
American Capital offers asset and portfolio management, creating tailored portfolios with mutual funds, ETFs, stocks, and bonds. They also provide financial planning and consulting services. They may recommend third-party money managers and monitor their performance. Clients can choose between in-house and third-party managed accounts.
Fee Structure
American Capital offers in-house investment advisory programs with fees based on a percentage of the account value. The Allocation Perspectives Portfolio has a different fee schedule than the Allocation Insights Portfolio, which also charges an additional quarterly asset fee of .035%. Fees may be negotiable under certain circumstances. They also offer 3rd party investment advisory programs with fees that vary depending on the advisor and program selected. Financial planning fees are subject to a maximum of 2.5% of household income but not less than 1% annual household income subject to a $500.00 minimum. Hourly fees range from $75 to $250 depending on the service.
Areas of Practice
Location
4222 Grantline Road, New Albany, IN, 47150