Broyhill Asset Management, LLC manages investment portfolios for individuals, trusts, foundations, and private funds on a discretionary and non-discretionary basis. The firm primarily follows a value-oriented investment strategy, focusing on fundamental research and long-term holding periods. Broyhill Asset Management, LLC also sponsors private funds and offers sub-advisory services to other investment advisors. The firm operates with a focus on equity and balanced investments, aiming to achieve steady growth for client portfolios while managing risk through thorough analysis.
Assets Under Management$200M
Clients91
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. Private funds have separate fee schedules involving management fees and performance allocations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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