Playbook Advisers provides financial planning and investment management services to individuals, small businesses, and other clients. They focus on investments in real estate and private equity, including both actively and passively managed assets. Playbook Advisers may also manage investment funds that invest in these areas. They create financial plans tailored to each client's goals and risk tolerance, and manage investments on a discretionary basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Playbook Advisers charges a percentage of your portfolio annually, ranging from 1% to 2%. They also charge a share of capital gains, ranging from 5% to 35%. These fees are negotiable and may vary depending on the complexity of your situation.
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