Aubrey Capital Management

Fee-Only (% of Portfolio)

Aubrey Capital Management manages investment portfolios for clients, using a "Wealth Progression" framework to identify growth opportunities. This framework focuses on stages of economic development to pinpoint investment trends. Aubrey invests in companies with strong earnings growth and cash flow. Research combines direct company meetings with proprietary analysis. They manage assets for institutional investors, high net worth individuals, endowment funds, pension plans, and pooled investment vehicles.

Assets Under Management$1.2B
Clients208
AdvisorsN/A
Avg. per Client$5.5M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Aubrey Capital Management's fees generally range from 0.4% to 1.5% of the assets they manage. These fees are negotiable and depend on the investment strategy and the amount of funds being managed. Fees are generally payable quarterly in arrears, with some exceptions where they are payable monthly. Specific fee arrangements are available upon request and are noted in the investment management agreement.

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Aubrey Capital Management | TrueAdvisor