Warwick Partners
Assets Under Management
$2.1B
Number of Clients
229
Number of Advisors
4
Avg. Portfolio per Client
$9.3M
Avg. Managed per Advisor
$534.4M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Warwick Investment Management offers investment management services, both with and without the authority to make trades without asking first. They create investment plans based on your financial situation, goals, and risk tolerance. They invest in various assets like mutual funds, exchange traded funds, stocks, and bonds. Warwick also provides financial planning services covering retirement, education savings, and estate planning. Clients make the final decisions on implementing any financial planning recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100.0M - $200.0M | 0.12% |
| $200.0M - $500.0M | 0.08% |
| $500M+ | 0.05% |
Fees are negotiable.
Fee Estimator
Areas of Practice
Location
4444 Carter Creek Parkway, Suite 109, Bryan, TX, 77802