Annandale Capital provides investment advice to clients, selecting investments and investment managers to meet their financial goals. They focus on asset allocation, manager selection, research, and portfolio customization. Annandale advises on various asset classes, including equities, fixed income, hedge funds, and real estate. Services are tailored to individual client needs based on their goals, risk tolerance, and tax situation.
Assets Under Management$1.4B
Clients206
Advisors2
Avg. per Client$6.7M
Avg. per Advisor$700M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Client fees are negotiable and therefore management fees for each client may vary from the schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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