Breckinridge Capital Advisors INC
Assets Under Management
$51.0B
Number of Clients
18,559
Number of Advisors
27
Avg. Portfolio per Client
$2.7M
Avg. Managed per Advisor
$1.9B
Compensation
Fee-Only (% of Portfolio)
About This Firm
Breckinridge Capital Advisors manages investments for various clients, including high net worth individuals and mutual funds, often through intermediaries. Breckinridge tailors investment strategies to clients' objectives, risk tolerance, and liquidity needs. Breckinridge is independently owned by its employees and board members.
Fee Structure
Breckinridge Capital Advisors negotiates investment advisory fees, which vary based on asset levels, service requirements, and other factors. Fees may differ even within the same investment strategy. Employees and related parties may receive discounted or waived fees. Fees are typically paid quarterly, in arrears, either through direct deduction from client accounts or via invoicing. Clients are responsible for verifying fee calculations. Some clients may calculate their own fees, potentially using different methods than Breckinridge.
Areas of Practice
Location
125 High Street, Suite 431, Boston, MA, 02110-1529