Birnam Wood Capital offers investment advisory services to individuals and other clients. They focus on understanding client financial situations, goals, and risk tolerance to create suitable investment approaches. They utilize sub-advisory services from third-party investment advisors to implement investment portfolios. The firm also sponsors a wrap fee program on a legacy basis, not offered to new clients.
Assets Under Management$110M
Clients53
Advisors1
Avg. per Client$2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual fee charged for comprehensive portfolio management will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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