Tributary Capital Management provides investment management services to both institutional and individual investors. Investment portfolios are constructed based on client investment objectives and guidelines. Separately managed accounts include small, small/mid, large, all cap, and equity income strategies. Tributary also provides model delivery to third-party investment managers and Turnkey Asset Management Programs (TAMPs).
Fee Structure
Tributary Capital Management charges a percentage of the value of your portfolio. The fees are calculated based on the market value of the account at the end of each quarter. The fees may be negotiable based on account size, investment strategy, and relationship type. The standard fee schedule is as follows:
Large Cap & Equity Income
- First $10 million: 0.65%
- Next $15 million: 0.55%
- Next $25 million: 0.45%
- Above $50 million: 0.40%
Small, Small/Mid, All Cap & Individually Managed
- First $10 million: 0.80%
- Next $15 million: 0.75%
- Next $25 million: 0.70%
- Above $50 million: 0.65%