Fairbridge Capital Management offers portfolio management on both discretionary and non-discretionary bases, tailoring advice to client needs. They also provide financial planning services covering areas like retirement, debt management, and estate planning. Fairbridge uses thematic tactical and dividend value tactical strategies, adjusting them based on client needs and market conditions. The firm invests primarily in equities but may also use ETFs, individual stocks, bonds, and option writing.
Assets Under Management$15M
Clients55
Advisors1
Avg. per Client$280K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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