Ampfield Management

Fee-Only (% of Portfolio)

Ampfield Management is an investment advisor that manages pooled investment vehicles and separately managed accounts for sophisticated and institutional investors. Ampfield's services are provided directly to the private investment vehicle clients and not individually to the underlying limited partners. The firm's investment objective is to maximize capital appreciation and generate long-term returns.

Assets Under Management$720M
Clients10
AdvisorsN/A
Avg. per Client$72M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0% to 1% per annum. The investment management fee and the performance-based compensation are not negotiable, but may be waived or reduced by Ampfield for certain investors that are partners, principals, employees or affiliates of Ampfield, relatives of such persons, and for certain large or strategic investors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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