Corbyn Investment Management offers investment management services tailored to each client's needs. They aim for consistent performance by limiting volatility in down markets and growing capital in good times. They focus on well-capitalized businesses with strong cash flow and conservative fixed-income strategies. Corbyn offers various investment strategies, including Equity Only, Strategic Value, and Balanced, and manages accounts on a discretionary basis.
Assets Under Management$980M
Clients456
Advisors7
Avg. per Client$2.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
For charitable accounts, a 20% discount is offered. A family fee structure aggregates related accounts for fee calculation purposes. If you are referred to Corbyn by another investment advisor, a flat fee of 0.70% applies. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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