Warburton Capital Management offers personalized investment advisory services, including continuous asset management and financial planning. The firm builds portfolios using exchange-traded funds and mutual funds based on academic research and modern portfolio theory, focusing on asset allocation rather than market timing. Services are provided on a discretionary basis, meaning Warburton Capital Management makes trades on your behalf after consulting with you. In addition to investment management, Warburton Capital Management provides financial reviews that cover asset analysis, insurance, tax planning, estate document review, and charitable planning. The firm works primarily with individuals, high-net-worth individuals, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable based on portfolio complexity and relationship size. Household accounts can be aggregated.