Schwerin Boyle Capital Management, INC
Assets Under Management
$1.2B
Number of Clients
177
Number of Advisors
4
Avg. Portfolio per Client
$6.7M
Avg. Managed per Advisor
$298.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Schwerin Boyle Capital Management manages investment portfolios, focusing on equity securities. Schwerin Boyle's goal is to keep client accounts fully invested, but cash positions may be significant. Schwerin Boyle generally uses the same investment strategy for all clients and does not tailor portfolios based on individual client needs. Schwerin Boyle also advises a privately offered pooled investment vehicle, Double Play Partners.
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Schwerin Boyle may negotiate the fee with certain clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementHigh Net Worth
Loading...
Location
One Monarch Place, Suite 700, 1414 Main Street, Springfield, MA, 01144-0700