Weatherbie Capital is an investment advisory firm specializing in small- and mid-cap growth equity stocks. Weatherbie manages investments for institutional investors through separate accounts and funds, and for retail investors through wrap programs and registered funds. Weatherbie offers multiple investment strategies, including Specialized Growth, Enduring Growth, Long/Short, Select 15, and Growth.
Assets Under Management$1.9B
Clients172
Advisors1
Avg. per Client$11M
Avg. per Advisor$1.9B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.95% |
| $25.0M - $50.0M | 0.90% |
| $50.0M - $100.0M | 0.85% |
| $100M+ | 0.80% |
Fee schedule is for Select 15 and Specialized Growth strategies. Fees are negotiable. Weatherbie generally receives fees ranging between 0.30% and 0.50% of an account’s market value annually for wrap programs.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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