Ranchwood Capital Management provides investment advice through separately managed accounts. Ranchwood Capital's investment approach focuses on long-term capital appreciation through value investing, emphasizing preservation of capital. Ranchwood Capital primarily invests in global equities. Services are tailored to each client's needs, and clients may impose investment restrictions.
Assets Under Management$930K
Clients1
Advisors1
Avg. per Client$930K
Avg. per Advisor$930K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $200K | 1.30% |
| $200K - $500K | 1.10% |
| $500K+ | 1.00% |
Fees are negotiable. For qualified clients, the firm may charge a performance-based fee of 15% to 25% of the increase in client's net assets annually, subject to a high water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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