Ashbay Capital is a fee-only firm that manages investments for individuals, trusts, foundations, corporations, and pension/profit-sharing plans. Ashbay uses a bottom-up, value-investing approach, focusing on undervalued securities. They analyze a company's cash flow, balance sheet, earnings, and management. Ashbay offers both an equity and a balanced version of their investment strategy.
Assets Under Management$140M
Clients33
Advisors1
Avg. per Client$4.2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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