Brandywine Asset Management

Fee-Only (% of Portfolio)

Brandywine Asset Management manages investment funds and separately managed accounts using proprietary investment programs. Brandywine focuses on reducing losses to increase returns over time, using options to protect against downside risk. Brandywine does not tailor its advisory services to individual investors but rather serves as an investment manager to funds and managed accounts.

Assets Under Management$230M
Clients2
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Brandywine Asset Management manages investments through collective investment trusts and separately managed accounts.

For separately managed accounts and private funds, the standard fee is 2% of assets annually (charged 1/6 of 1% per month) plus an incentive fee equal to 20% of profits (payable quarterly).

For the Brandywine Collective Investment Trust, management fees range from 0.34% to 0.64% (annualized) depending on the underlying fund.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.