Breckinridge Capital Advisors specializes in managing high-quality assets through separate accounts, often customized to meet client needs. They offer fixed income and equity investment strategies, tailoring them to clients' objectives, risk tolerance, and liquidity requirements. Breckinridge manages portfolios for various clients, including high net worth individuals, mutual funds, and institutions, often through intermediaries. They are committed to sustainability as a Massachusetts Benefit Corporation and certified B Corp.
Fee Structure
Breckinridge negotiates investment advisory fees, which vary based on asset levels, service requirements, and other factors. Fees are calculated either by Breckinridge or the client, based on the market value of securities. Clients may receive lower rates due to householding or accessing Breckinridge through intermediaries. The standard fee payment is quarterly, in arrears, either deducted from the client's custodial account or invoiced. Clients are responsible for verifying their fees. Employees, their family members and friends, and former employees may be offered lower or no advisory fees.