Ferry Capital Management provides asset management services to individuals, high net worth individuals, and trusts. Ferry Capital Management primarily focuses on a municipal bond strategy for most clients, but also offers a moderate portfolio strategy using fixed income and equity investments for some clients. Ferry Capital Management tailors portfolios to client goals and objectives, and clients can request restrictions on investments.
Assets Under Management$9M
Clients9
Advisors1
Avg. per Client$1M
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $35.0M | 0.65% |
| $35.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for accounts over $50,000,001. Assets held by clients within the same household may be combined for purposes of the above calculation to yield a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...