Excalibur Management Corporation offers customized investment strategies and solutions for preserving and growing assets for high-net-worth individuals, families, foundations, business entities, and endowments. Services include investment management, tax-efficient investing, strategic gifting, risk management, and cash flow analysis. They develop tailored investment strategies based on client's financial needs and risk profile, and continually monitor the investment strategy.
Assets Under Management$660M
Clients312
Advisors7
Avg. per Client$2.1M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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