Cadogan Park

Fee-Only (% of Portfolio)Fixed/Hourly

Cadogan Park Advisors provides investment management services to individuals, high-net-worth individuals, corporations, and businesses. Investment decisions are based on each client's Investment Policy Statement, which is created after assessing the client's risk tolerance and financial situation. Cadogan Park also offers specialized services for expatriates and individuals with assets in multiple countries. In some cases, Cadogan Park may allocate a portion of a client's assets to independent investment managers, while continuing to monitor and review account performance.

Assets Under Management$47M
Clients76
AdvisorsN/A
Avg. per Client$620K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Cadogan Park charges a single fee for investment management based on the value of your investments. The fee includes portfolio management. Fees are calculated monthly and deducted quarterly.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Cadogan Park | TrueAdvisor