Ashdon Investment Management offers investment advice through separate accounts, consulting services, and family office services. For separate accounts, Ashdon manages portfolios based on each client's goals. Consulting services are offered to institutional investors and high net worth individuals. Family office services are custom-tailored to meet the specific needs of wealthy families, including cash flow management, charitable giving, and estate administration.
Assets Under Management$430M
Clients63
Advisors2
Avg. per Client$6.7M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at Ashdon's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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