Ayrshire Capital Management provides investment advice to individuals, trusts, and corporations, managing their investments in separate accounts. Ayrshire purchases stocks and bonds based on the client's specific needs. Ayrshire has the authority to make investment decisions for clients. Ayrshire may also provide financial advice unrelated to investments at the client's request.
Assets Under Management$290M
Clients111
AdvisorsN/A
Avg. per Client$2.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable, particularly for accounts with assets above $25 million, or accounts that were previously clients of WJR Financial LLC.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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