Atcap Partners, LLC
Assets Under Management
$62.9M
Number of Clients
218
Number of Advisors
24
Average Client AUM
$289K
AUM per Advisor
$2.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AtCap Partners LLC provides investment management on a discretionary and non-discretionary basis, IAR portfolio management, wrap fee programs, and financial planning services. They tailor services to client needs, objectives, and risk tolerance, creating customized portfolio investment plans. They also offer third party asset management through Envestnet.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee. Transaction fees may be paid by the client or the IAR. If the IAR pays transaction fees, a higher AUM fee (but not beyond the maximums) may be negotiated.
Fee Estimator
Fees for managed accounts are negotiated with the IAR, up to a maximum rate (see table). There is also a $125 annual account fee. Financial planning is offered at an hourly rate up to $300 per hour or a fixed rate, as negotiated with the IAR. If you choose a program sponsored by an outside sponsor available on Envestnet, your IAR will provide you with the program sponsor's Form ADV that will provide you with the fees and services provided by the program.
Areas of Practice
Location
1445 Research Boulevard, #530, Rockville, MD, 20850