Peabody River Asset Management creates investment portfolios tailored to each client's financial situation, goals, and risk tolerance. Peabody River uses a top-down approach, focusing on asset allocation, asset location, and security selection. Portfolios are primarily built using exchange-traded funds (ETFs), exchange-traded notes (ETNs), individual master limited partnerships (MLPs), and individual bonds. Peabody River's style is mostly "buy and hold," with occasional rebalancing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
These are marginal rates. For not-for-profit organizations, the base fee is 0.80% below $2,000,000, 0.65% from $2,000,000 to $5,000,000, 0.30% from $5,000,000 to $10,000,000, and 0.15% above $10,000,000. For "held-away" accounts, the fee is 0.75% for up to $5,000,000 in assets; from that amount and above, the fee is as specified in the table. Bond ladders are managed at an annual fee of 0.10% per annum.