Songbird Capital offers customized investment management programs to align with each client's unique financial objectives and needs. Songbird uses a top-down asset allocation approach, complemented by bottom-up research and investment selection, to construct portfolios that align with clients' financial goals, risk tolerance, and return objectives. Songbird also offers advisory services and outsourced CIO functions to sophisticated family offices and institutions. To enhance financial planning, Songbird utilizes third-party software to create and update comprehensive financial plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $5.0M | 0.80% |
| $5.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees negotiable for accounts above $50,000,000. For accounts investing in alternative assets, fees may range between 0.5% and 1.0%, depending on the investment structure and strategy. Songbird may allow retirement accounts from women or women business owners to invest with Songbird at a flat 1% fee or $4,000, whichever is less, when their assets do not meet the minimum $500,000.