Brave Warrior Advisors, LLC

Fee-Only (% of Portfolio)

Brave Warrior Advisors focuses on investing in a small number of demonstrably healthy businesses for the long term. They primarily manage investments in equity positions. Clients generally need to be prepared to invest at least $5 million in the equity markets. Brave Warrior manages investments for individuals, trusts, estates, charitable organizations, and private funds.

Assets Under Management$5.4B
Clients114
Advisors4
Avg. per Client$47M
Avg. per Advisor$1.4B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are generally non-negotiable. Brave Warrior may reduce or waive fees for accounts of the Principal, certain family members, current and former employees, and accounts valued near or less than $200,000.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm

Brave Warrior Advisors, LLC | TrueAdvisor