Prestonwood Capital Management is an investment management firm providing investment advice and managing portfolios for individuals, high net worth individuals, and businesses. Prestonwood Capital focuses on building client investment portfolios through stocks, bonds, mutual funds, and exchange traded funds. They also provide targeted financial advisory services, including cash flow planning, retirement needs analysis, and estate planning.
Assets Under Management$15M
Clients18
Advisors1
Avg. per Client$830K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.70% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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