Ayrshire Capital Management is a registered investment advisor located in Westport, Connecticut, founded in 2011. The firm builds and manages customized investment portfolios consisting of stocks, bonds, exchange-traded funds, mutual funds, real estate investment trusts, and other securities tailored to each client's specific financial profile and goals. Ayrshire Capital Management operates on a discretionary basis, meaning the team makes investment decisions on behalf of clients without needing prior approval for every trade. While the firm primarily focuses on investment management, the team may occasionally provide ancillary financial advice, such as long-range income and expense projections or real estate investment analysis, upon request. The firm serves individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans.
Fee Structure
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 prior to its merger into Ayrshire Capital Management.