Ranchwood Capital Management offers discretionary portfolio management for individuals through separately managed accounts. Ranchwood Capital uses a value investing strategy focused on global equities and capital preservation, targeting long-term appreciation with concentrated portfolios of high-conviction investments. Services are tailored to individual client needs and investment restrictions. For clients meeting certain wealth and income thresholds (qualified clients), Ranchwood Capital offers an alternative fee structure based on a share of capital appreciation rather than a standard management fee. The firm focuses primarily on individuals, high-net-worth individuals, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $200K | 1.30% |
| $200K - $500K | 1.10% |
| $500K+ | 1.00% |
All fees are negotiable. Qualified clients may alternatively pay a 0% management fee and a 15% to 25% performance-based allocation on capital appreciation.