Downing Street Wealth Management provides financial planning and investment management services to individuals, high-net worth individuals, trusts, and estates. Downing Street manages investments on a discretionary basis, primarily using no-load mutual funds and exchange-traded funds (ETFs). Financial planning services can be customized to meet specific client needs and may include estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. Downing Street also offers tax preparation services through Downing Street Tax Management, LLC.
Assets Under Management$160M
Clients153
Advisors2
Avg. per Client$1M
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $8.0M | 0.80% |
| $8M+ | 0.70% |
Fees may be negotiable. The minimum annual fee including both investment management and ongoing planning is $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
