Warburton Capital Management provides personalized investment advice, including managing investments and financial planning. They create investment policies and manage portfolios using exchange-traded funds and mutual funds. They also offer pension plan consulting to employee benefit plans. Warburton Capital Management does not engage in market timing or other speculative investment strategies.
Assets Under Management$790M
Clients437
Advisors6
Avg. per Client$1.8M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
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 the complexity of your situation and portfolio holdings as well as your relationship with us.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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