Armadale Asset Management provides investment management services to individuals, trusts, and other entities. Armadale focuses on taking long positions in small- and mid-capitalization U.S. equities, seeking undervalued companies. Armadale establishes an investment policy based on each client's objectives and risk tolerance, gathered through questionnaires and one-on-one meetings. Clients grant Armadale the authority to make trades on their behalf.
Assets Under Management$1.1M
Clients2
Advisors1
Avg. per Client$560K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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