Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $389 million
- Average High-Net-Worth Client Portfolio Size
- $9.7 million
- Stated Minimum Account Size
- $300,000
Fee Disclosure
Source: IN ON CAPITAL ADV 2A 2025 (2025-03-25)
· View brochure text
Latest filing: IN ON CAPITAL BROCHURE 2A 2026 (2026-03-26)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.50% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $55,000 | 1.10% |
| $10 million | $92,500 | 0.92% |
| $50 million | $392,500 | 0.78% |
| $100 million | $767,500 | 0.77% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 100.00%
- Number of High-Net-Worth Clients
- 40
- Total Client Accounts
- 40
- Discretionary Accounts
- 4
- Non-Discretionary Accounts
- 36
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 290038
- IN ON CAPITAL BROCHURE 2A 2026 (2026-03-26) · View brochure text
- IN ON CAPITAL ADV 2A 2025 (2025-03-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗