Prestonwood Capital Management is an independent investment management firm that builds customized portfolios of stocks, bonds, mutual funds, and exchange-traded funds for individuals, high net worth individuals, trusts, estates, and businesses. Prestonwood Capital Management uses a fundamental approach to security analysis, supplemented by technical analysis, and tailors asset allocation to each client's unique goals, risk tolerance, and time horizon. In addition to ongoing portfolio management, Prestonwood Capital Management provides targeted financial advisory services such as cash flow planning, retirement needs analysis, tax-efficient distribution strategies, estate planning, employee benefits planning, insurance reviews, annuity reviews, and education planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 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 negotiable at Prestonwood Capital Management's sole discretion.