Ashdon Investment Management provides personalized investment management, consulting, and family office services for individuals, high net worth individuals, trusts, estates, and charitable organizations. Ashdon builds diversified portfolios using fundamental analysis and modern portfolio theory, tailored to each client's specific goals and risk tolerance. For separate accounts, Ashdon manages portfolios on a discretionary or non-discretionary basis. Ashdon also offers consulting services to institutional investors and high net worth individuals, which involves manager selection, asset allocation recommendations, and due diligence. Additionally, Ashdon provides comprehensive family office services for wealthy families, covering cash flow management, budgeting, charitable giving, family business administration, tax and estate planning, and educational seminars. Ashdon works with clients to construct well-rounded investment strategies while monitoring accounts regularly.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee is 1% paid quarterly in advance. Fees may be negotiable at Ashdon Investment Management's sole discretion.