FEE OVERVIEW

Our mission is to protect and grow your hard-earned capital. 

We achieve this through a transparent, competitive fee structure and a personalized approach to portfolio management tailored to your unique goals. 
Transparent, competitive fee structure
  • Fee-only Advisor: Enhancing Capital is a fee-only advisor, meaning we are solely compensated by our clients for our advice, plan implementation, and ongoing management of assets.
  • No Hidden Costs: As an SMA client, you only pay us an annual management fee. We do not charge financial planning fees, nor do we earn commissions or kickbacks.
Personalized portfolio management
  • Separately Managed Accounts (SMA): We manage client investments primarily through SMAs, giving our clients full transparency into their holdings and enabling personalized portfolio management. 
  • Optimized for Tax Efficiency: The SMA approach allows us to optimize tax efficiency for each account. 
Client Assets Management Annual Management Fee
$250,000* - $500,000 0.90%
$500,001 - $1,000,000 0.80%
$1,000,001 - $5,000,000 0.65%
> $5,000,000 0.55%
*Account minimum of $250,000 can be negotiated. 
STREET ADDRESS
Enhancing Capital, LLC
5300 Derry Street
Harrisburg, Pennsylvania 17111
(717) 561-4491
ABOUT ENHANCING CAPITAL

Enhancing Capital was founded as a family office in 2007 to manage investments for a family of businesses.  Enhancing Capital became a registered investment advisor (RIA) in 2017, today managing over $300 million in firmwide assets.

© 2024 Enhancing Capital. All Rights Reserved.

The information provided herein is for informational purposes, represents only a summary of topics discussed, and does not represent personalized investment advice or recommendations. The opinions expressed herein are those of Enhancing Capital, LLC, which are subject to change without notice.