Excalibur Management Corporation is an independent, privately-owned registered investment advisor founded in Boston in 1979. The firm primarily serves high-net-worth individuals, families, foundations, and endowments, focusing on preserving and growing their assets. Excalibur builds customized multi-asset portfolios utilizing macroeconomic research, custom equity investing, and custom fixed income strategies, with a strong emphasis on capital safety and risk assessment. In addition to investment management, Excalibur offers integrated financial planning services, covering retirement planning, tax and cash flow analysis, death and disability planning, and investment alternative analysis. Clients can also receive advice on limited or isolated areas of concern, such as estate planning, insurance, or annuities. Excalibur operates as a legally required fiduciary, meaning the firm must act in your best interest and put your goals ahead of its own.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range up to 1.0% annually of account market value, billed quarterly in arrears. Fees and account minimums are negotiable based on aggregate family holdings, low-cost basis securities, or pre-existing relationships.