Assets Under Management
$225.0M
Number of Clients
100
Number of Advisors
3
Average Client AUM
$2.3M
AUM per Advisor
$75.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Broyhill Asset Management offers discretionary investment management services, managing assets using a value-oriented investment philosophy. They invest in securities identified through fundamental analysis and may use external managers. A minimum investment of $1,000,000 is generally required, but can be waived.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fee is negotiable at the option of BAM.
601 South Cedar St., Suite 200, Charlotte, NC, 28202