DRH Investments offers investment management services on a discretionary basis. DRH Investments offers a concentrated investment strategy focusing on a limited number of long equity positions, coupled with options to implement hedges and short positions. DRH Investments advises on common stocks, depositary receipts, fixed income securities, options, ETFs, REITs, mutual funds, and cash equivalent instruments.
Assets Under Management$160M
Clients102
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fee is negotiable at DRHI’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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