Bryden-Abrams Investment Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Bryden-Abrams Investment Management manages investments in stocks and bonds for high net worth individuals. They focus on large and mid-sized U.S. companies and corporate bonds, and may occasionally invest in foreign bonds or exchange traded funds to access international stock markets. Bryden-Abrams requires a minimum account size of $2 million, but may accept smaller accounts at their discretion. They work closely with clients to understand their needs and report performance monthly.

Assets Under Management$34M
Clients11
AdvisorsN/A
Avg. per Client$3.1M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fee of 1.25% applies to equity and mutual fund holdings. Fee of 0.60% applies to fixed income securities. Discounted rate may be negotiable for accounts substantially above $2 million.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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