Exchange Street Capital offers investment management services based on individual client goals, including creating an investment policy statement and selecting a suitable portfolio. They also provide probate support services, such as asset inventory and account management, and financial planning, including retirement and tax planning. For clients using portfolio management services, financial planning is included at no additional cost. Exchange Street acts as a fiduciary, prioritizing client interests and disclosing conflicts of interest.
Assets Under Management$33M
Clients56
Advisors2
Avg. per Client$580K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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