Edgbaston Investment Partners

Fee-Only (% of Portfolio)

Edgbaston Investment Partners is an investment management firm specializing in publicly traded Asia Pacific ex-Japan equity investments. Edgbaston manages investments for two private funds and a separately managed account, using a bottom-up, value investment approach. Edgbaston does not provide financial planning or market timing services.

Assets Under Management$970M
Clients3
AdvisorsN/A
Avg. per Client$320M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.25%
$25.0M - $50.0M1.10%
$50M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

0 Advisors at this firm

No advisors found for this firm.
Edgbaston Investment Partners | TrueAdvisor