Girdwood Capital LLC offers personalized investment advice and manages investment portfolios for individuals, high net worth individuals, and businesses. Girdwood Capital tailors its advice to each client's needs and objectives. Financial planning services are included as part of the portfolio management service at no additional charge.
Assets Under Management$45M
Clients70
Advisors1
Avg. per Client$640K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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