Frew Street Capital Management provides continuous supervision of client accounts through portfolio management services. They conduct an initial interview to discuss the client's current situation, long-term goals, and the scope of services. They develop customized portfolios based on the client's unique situation and goals, managing them on a discretionary or non-discretionary basis. They may recommend a sub-adviser to manage the portfolio.
Assets Under Management$17M
Clients7
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be waived or discounted for associates, their family members, and friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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