Chamberlain Lane Capital offers both discretionary and non-discretionary portfolio management, along with financial planning services. These services are tailored to high net worth individuals, corporations, foundations, family offices, retirement and pension plan participants, and other entities. The firm develops a financial outline and investment plan for each client based on their financial circumstances, goals, and risk tolerance. Financial planning is generally provided in conjunction with portfolio management.
Fee Structure
Chamberlain Lane Capital's fees for managing your investments are individually negotiated with each client, based on a percentage of the value of your portfolio. The maximum fee is 1.00%, depending on the level of engagement. The minimum portfolio value is generally $10 million, but exceptions may be made. Fees are typically paid quarterly, in advance.