Ailsa Capital, Inc.

Ailsa Capital, Inc. is a registered investment adviser based in Draper, Utah, providing services since 2005. The firm offers financial planning, asset management, and third-party manager recommendations. Clients can receive financial planning and consulting services for a fixed fee ranging from $2,500 to $7,500. Asset management fees are based on a tiered schedule, starting at 1.57% for the first $375,000. Ailsa Capital acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. The firm may receive benefits from custodians like Schwab, offering research and technology services. Ailsa Capital reviews client accounts annually, providing reports and statements. The firm does not compensate for client referrals and discloses potential conflicts of interest, such as performance-based fees. Clients have the option to grant discretionary authority for account management. Ailsa Capital votes proxies in the client's best interest and received a PPP loan in 2020 for operational support. The firm and its representatives have no bankruptcy history in the past ten years. For more information, clients can contact the Compliance Department at (801) 501-0302.