Waterhill Capital, LLC

Fee-Only (% of Portfolio)

WaterHill Capital manages investment portfolios aiming for long-term capital appreciation and preservation. They use a "go anywhere, buy anything" approach, primarily focusing on undervalued equity securities. WaterHill Capital also manages WaterHill Partners Fund, L.P., a private investment partnership, with the same strategy. Accounts are managed without ongoing client input, though clients can object to specific securities. Minimum account size is $250,000, but WaterHill Capital may accept smaller accounts.

Assets Under Management$55M
Clients16
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$55M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Waterhill Capital, LLC | TrueAdvisor