Aspect Capital Limited Review


Trust Score 96%
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Aspect Capital Limited, federally registered in 2003, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 34 advisors. Aspect Capital Limited manages $2.2 billion and provides investment advisory services for 34 clients (1:1 advisor/client ratio).

Aspect Capital Limited requires a $0 minimum investment and charges 2.00% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 1 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm also practices as a law firm or is affiliated with one. When acting in this dual-capacity, advisors may be incentivized to implement plans as an attorney that would drive higher commissions for themselves as investment advisors
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $2.2 billion
Average Account AUM $64,096,627
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:1
Headquarters 10 Portman Square London, W1h6az United Kingdom
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0+ 2.00%


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