Schwerin Boyle Capital Management, INC

Fee-Only (% of Portfolio)

Schwerin Boyle manages investment portfolios, primarily focusing on equity securities. They generally use the same investment strategy for all clients but may consider limited investment restrictions and tax matters. Schwerin Boyle also manages a privately offered pooled investment vehicle, Double Play Partners, investing in various securities and using different investment techniques. The firm requires a minimum of $1,000,000 of assets under management for individual accounts, but this may be negotiable.

Assets Under Management$1.2B
Clients177
Advisors4
Avg. per Client$6.7M
Avg. per Advisor$300M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable with certain clients.

Fee Estimator
Your Portfolio Value
$500K
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Location

4 Advisors at this firm