Drawbridge Capital offers investment advice and financial planning services to individuals, high-net-worth individuals, and corporate clients. Services include asset management, retirement planning, education planning, and estate planning. Drawbridge Capital's advisors are also registered representatives of LPL Financial, through which securities transactions are executed.
Assets Under Management$190M
Clients951
Advisors5
Avg. per Client$200K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Drawbridge Capital charges a percentage of your portfolio's value each year. The exact fee can be negotiated, but will not exceed the following:
- $15,000 - $99,999 — 2.00%
- $100,000 - $249,999 — 1.90%
- $250,000 - $499,999 — 1.80%
- $500,000 - $999,999 — 1.65%
- $1,000,000 - $1,999,999 — 1.50%
- $2,000,000 - $2,999,999 — 1.40%
- $3,000,000 - $3,999,999 — 1.30%
- $4,000,000 – $4,999,999 — 1.20%
- $5,000,000 + — 1.10%
If your account falls below $15,000, Drawbridge Capital may ask you to terminate the account.
Loading...