Dudley Capital Management offers ongoing financial advice and portfolio management tailored to individual client needs. They gather information about your financial situation and objectives to develop a suitable investment strategy. They also offer financial planning and consulting services as a stand-alone service. Dudley Capital Management monitors portfolios and rebalances them as needed.
Assets Under Management$250M
Clients94
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. Schedule shown is for equities and alternative investments. Fixed income schedule is: - $0 - $2,000,000: 0.50% - $2,000,001 - $5,000,000: 0.375% - $5,000,001 - $10,000,000: 0.25% - Greater than $10,000,000: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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