Akar Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client services
Fee options
$100,000 - $500,000: 2.50% for Stocks only (first $100,000); 2.00% for next $400,000 $500,000 - $1,000,000: 1.50% for Stocks only (next $500,000); 0.75% for Mutual Funds (up to $500,000) $1,000,000 - $2,000,000: 1.00% for Stocks only (next $1,000,000); 0.50% for Mutual Funds (up to $2,000,000) $2,000,000+: 0.75% for Stocks only (over $2,000,000); Mutual Funds over $2,000,000 fee TBD
$35 commission per transaction on certain purchases or sales.
Performance-based fees are offered as an alternative upon client request, based on a percentage of profits earned.
Account minimum: $100,000
Main office
8551 W. Sunrise Blvd. #102 A
Plantation FL 33322
Advisors at this office
2
Most active in
Florida
Also doing business as
Akar Capital Management, Inc. · Charles, Akar & Associates, Inc. · Don Charles Investment Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Emil A
Series 63
Plantation, FL
Akar Capital Management, Inc.
Emil Akar is a financial advisor at Akar Capital Management, Inc. with 42 years of industry experience. He has been with his current firm since 1986. Outside of his advisory work, he serves as president of Cedars Property Management, Inc. and holds volunteer leadership roles as president of two condominium associations linked to his office building. Akar Capital Management, Inc. is a small firm that provides investment advisory services.
A Arti M
CFP®, ChFC®, Series 65, Series 63
Plantation, FL
Akar Capital Management, Inc.
A Arti Morris is a CFP® and ChFC® with eight years of experience, currently serving at Akar Capital Management, Inc. in Plantation, FL. Prior to joining Akar Capital Management, Morris worked at Royal Blue Yacht Services and also pursued writing for two years. He is president of Aadira Group, a company offering accounting, tax preparation, and financial planning services. Akar Capital Management, Inc. is a small firm with two advisors that provides supported financial advisory services.
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