Playbook Advisers provides financial planning and discretionary investment management for individuals, small businesses, and private investment funds. Playbook Advisers specializes in helping clients who want to allocate a larger-than-average portion of their portfolio to real estate and private equity investments, including both active and passive opportunities. The firm assists clients by first assessing their overall financial picture, creating customized financial plans, and then managing portfolios through individual accounts or pooled investment funds. Playbook Advisers uses fundamental and technical research to guide its investment strategies, focusing heavily on qualitative factors such as management quality and competitive market position alongside traditional financial analysis. In addition to standard portfolio management, Playbook Advisers may charge performance-based fees for certain qualifying clients and funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 1% to 2% per annum and are negotiable. Performance-based fees between 5% and 35% of capital gains may apply for qualified clients.