Breachway Investments provides investment management services on both a discretionary and non-discretionary basis, tailoring strategies to individual client goals and risk tolerance. They also offer financial planning and consulting services covering retirement, education, insurance, and tax planning. Additionally, Breachway Investments provides services to qualified retirement plans, acting as a limited scope ERISA 3(21) fiduciary.
Assets Under Management$160M
Clients237
Advisors2
Avg. per Client$660K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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