Ashford Capital Management (ACM) offers investment management services, primarily through a Small Company Growth strategy. They manage client accounts based on various strategies, including Small Company Growth, Long-Term Durable Growth, and an Asset Allocation Program. ACM also manages investments in private companies through partnerships. Client accounts can be tailored based on factors like tax situation and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.95% |
| $50.0M - $100.0M | 0.90% |
| $100M+ | 0.85% |
Fee schedule is for Small Company Growth and Long-Term Durable Growth Separate Accounts. Fees are negotiable under certain circumstances. Asset Allocation Program has a different fee structure: 0.70% for existing group relationship, 0.85% on the first $10 million and 0.55% on the balance over $10 million for accounts outside of this relationship.