Ramsdell Capital Management offers asset allocation services based on a client's objectives, constraints, and risk tolerance. They invest in various asset classes, including individual stocks, bonds, exchange traded funds, and mutual funds. Advisory services are tailored to each client's needs, including allocation worksheets and investment policy statements. Clients can restrict certain securities.
Assets Under Management$110M
Clients92
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $750K | 0.85% |
| $750K - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fee on combined assets/business unit or household unit above $10,000,000 is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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