Anfield Capital Management provides investment management services, primarily to other investment advisors, banks, trust companies, registered investment companies (mutual funds and ETFs), and in select cases to private and institutional clients. Anfield offers both discretionary and non-discretionary investment management. They also provide customized consultation regarding economic and market outlook, investment strategy, security selection, and model portfolios. Anfield may invest client assets in the Anfield Universal Fixed Income Fund and Anfield ETFs, which they also manage.
Fee Structure
Anfield Capital Management's fees for separate account management are based on a percentage of the assets they manage for you. The typical annual fee is payable quarterly in advance. Fees may be more or less than the examples listed, based on Anfield's discretion:
- Total Yield & Core Fixed Income: 0.35% per year
- Balanced Strategies: 0.45% per year
- Diversified Equity (100% equity): 0.55% per year
- Diversified Liquid Alternatives: 0.55% per year
For investment management services where Anfield acts as a sub-advisor, the investment advisor that hires Anfield typically pays them. Sub-advisory fees may be in the range of 0.10% - 0.35%, depending on the level of service.