Arcus Capital Partners Review


Arcus Capital Partners, founded in 2008, is a Registered Investment Advisor (RIA) in 20 state(s) with a licensed staff of 5 advisors. Arcus Capital Partners manages $1.23 billion and provides investment advisory services for 227 clients (1:46 advisor/client ratio).

Arcus Capital Partners requires a $1,000,000 minimum investment and charges between 1.50% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm has $1B or more in assets under management
  • No disciplinary history
  • Uses a trusted custodian
  • Firm has a high advisor to client ratio
  • Firm does not have an attorney conflict

Considerations


  • Firm serves fewer than 1,000 clients
  • Been in business only 10 years
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

Managed Investing


Expand fee details
Trust Score
74
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Annual Management Fee Percent
$0 to $5,000,000 1.50%
$5,000,001 to $10,000,000 1.00%
$10,000,001 to $20,000,000 0.85%
$20,000,001 to $50,000,000 0.70%
$50,000,001 to $100,000,000 0.60%
$100,000,001+ 0.50%
Feature Value
Estimated Fees (Annual) $15,000 on a $1,000,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $5,407,307
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1.23 billion
Advisor / Client Ratio 1:46


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