Tufton Capital Management offers ongoing investment advice for a fee. Client portfolios are diversified across money market funds, fixed income, and equity securities. They conduct their own research and invest in individual publicly traded securities, but may use exchange traded funds and mutual funds. Portfolios are tailored to each client's needs, and the firm collaborates with clients to create an investment policy statement.
Assets Under Management$810M
Clients293
Advisors5
Avg. per Client$2.8M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees on accounts more than $10,000,000 are negotiable. A flat fee is available at the sole discretion of Tufton Capital Management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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