Birkbeck Capital, operating as London House Capital, provides ongoing portfolio management and institutional consulting. They create an Investment Policy Statement for each client to match their specific situation, considering income, tax levels, and risk tolerance. Birkbeck Capital requests authority to make trades without asking first. They generally limit their money management to mutual funds, individual equities, options, and ETFs.
Assets Under Management$27M
Clients117
Advisors1
Avg. per Client$230K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$80K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 1.00% |
Fees are negotiable, with a maximum annual fee of 3.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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