Ravenstone Capital Management is a registered investment advisor that provides discretionary investment management services, focusing primarily on equity and balanced portfolios. The firm tailors asset allocation strategies to each client's specific investment objectives, time horizon, and risk tolerance. Ravenstone Capital Management's investment approach emphasizes high-quality businesses with strong competitive positions and reliable cash flows, as well as capital-preserving fixed-income strategies. The firm generally requires a minimum account size of $1 million.
Assets Under Management$370M
Clients567
AdvisorsN/A
Avg. per Client$650K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $15.0M | 0.70% |
| $15M+ | 0.55% |
Fixed-income strategy is charged at an annual rate of 0.50%. Fees may be negotiable depending on account size and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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