Trowbridge Capital Partners offers ongoing portfolio management services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Trowbridge also offers an alternative allocation framework investing in various alternative strategies. They provide investment advice primarily focused on mid to large cap U.S. equities. Trowbridge may act as a subadvisor to other advisory firms.
Assets Under Management$38M
Clients3
Advisors2
Avg. per Client$13M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1000K - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are generally negotiable. Trowbridge also offers an All Weather Alternative Allocation with a different fee schedule: $200,000-$500,000: 0.90%, $500,001-$1,000,000: 0.80%, $1,000,001 - $3,000,000: 0.70%, $3,000,001 and above: 0.60%. Institutional accounts have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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