Annandale Capital, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Annandale Capital, LLC provides investment management and advisory services to individuals, family offices, trusts, estates, and business entities. Annandale focuses on advancing each client's distinct investment objectives through strategic asset allocation, manager selection, rigorous research, portfolio customization, and ongoing reporting. The firm invests across a broad range of asset classes, including equities, fixed income, hedge funds, private equity, commodities, and real estate, utilizing a manager-of-selectors approach where external mutual funds, limited partnerships, and separate account managers are carefully evaluated. Annandale tailors its services by conducting an in-depth dialogue with clients regarding their specific goals, risk tolerances, time horizons, cash needs, and tax situations. Ancillary services are outsourced to specialized providers so Annandale can maintain its focus purely on investment strategy and execution.

Assets Under Management$1.6B
Clients220
Advisors3
Avg. per Client$7M
Avg. per Advisor$520M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee of 1.00% based on assets under management at the beginning of each quarter. Fees are negotiable and may vary.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm

Annandale Capital, LLC - Fees, AUM & Advisors | TrueAdvisor