Assets Under Management
$145.6M
Number of Clients
3
Number of Advisors
3
Average Client AUM
$48.5M
AUM per Advisor
$48.5M
Compensation
Fee-Only (AUM)
Corbett Road Capital Management offers active management of Separately Managed Account portfolios (SMAs) on a sub-advisory basis. They provide smarttactical™ Strategies, tax-efficient tactical, actively managed, and asset allocation strategies. Their solutions are custom-tailored to client needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees are for sub-advisory services.
7901 Jones Branch Dr., Suite 800, Mclean, VA, 22102