Warwick Investment Management offers investment management services, both with and without the authority to make trades without asking first. They create investment plans based on your financial situation, goals, and risk tolerance. They invest in various assets like mutual funds, exchange traded funds, stocks, and bonds. Warwick also provides financial planning services covering retirement, education savings, and estate planning. Clients make the final decisions on implementing any financial planning recommendations.
Assets Under Management$2.1B
Clients229
Advisors4
Avg. per Client$9.3M
Avg. per Advisor$530M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100.0M - $200.0M | 0.12% |
| $200.0M - $500.0M | 0.08% |
| $500M+ | 0.05% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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