Bretwood Capital Partners, LLC

Fee-Only (% of Portfolio)

Bretwood Capital Partners offers customized investment advisory services. They use a quantitative model combined with fundamental and technical analysis to manage portfolios, generally focusing on mid- to large-cap value equity and ETF positions, balanced and long/short portfolios. Bretwood Capital Partners manages accounts on a discretionary basis, making changes to the allocation as deemed appropriate. They also serve as the investment advisor to two funds: Bretwood Voyager Fund I, L.P. and the Bretwood Municipal Credit Opportunities Fund.

Assets Under Management$27M
Clients8
Advisors2
Avg. per Client$3.3M
Avg. per Advisor$13M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $25.0M0.75%
$25M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

2 Advisors at this firm

Bretwood Capital Partners, LLC | TrueAdvisor