Assets Under Management
$1.4B
Number of Clients
206
Number of Advisors
2
Average Client AUM
$6.7M
AUM per Advisor
$695.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Annandale focuses on advancing client investment objectives through asset allocation, manager selection, research, portfolio customization, and reporting. They advise on equities, fixed income, hedge funds, private equity, commodities, and real estate. Services are tailored to individual client needs based on goals, risk tolerance, and time horizon.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Client fees are negotiable and therefore management fees for each client may vary from the schedule above.
2626 Cole Avenue, Suite 700, Dallas, TX, 75204