Goldsborough Capital Management is a registered investment advisor based in Baltimore, Maryland, offering personalized investment advice and portfolio management on a continuous basis. Founded in 2012 and wholly owned by Stephanie Goldsborough Bigwood, the firm tailors its services to individual risk tolerances and investment goals, accommodating client-imposed restrictions on specific securities or sectors. In addition to investment oversight, Goldsborough Capital Management provides consulting services covering risk management, investment planning, estate planning, and general financial organization. The firm is also affiliated with Goldsborough Tax and Accounting Services, allowing clients to integrate accounting and tax strategies into their wealth management approach. Portfolios are managed using strategies such as asset allocation, dollar-cost averaging, technical analysis, and options transactions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $120K | 1.25% |
| $120K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Accounts under $120,000 are subject to a maximum annual advisory fee of $1,500. There is a minimum asset management fee of $375 per quarter. Fees are negotiable.