Ashfield Capital Partners Review


Trust Score 82%
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Ashfield Capital Partners, federally registered in 2007, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 4 advisors. Ashfield Capital Partners manages $1 billion and provides investment advisory services for 578 clients (1:145 advisor/client ratio).

Ashfield Capital Partners requires a $100,000 minimum investment and charges 1.00% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • There is only one licensed advisor for every 145 clients (industry average 1:50)
  • Firm has been federally registered for only 12 years
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $100,000
Minimum Annual Fee $0
Average Account AUM $1,794,843
Hybrid Advisor No
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:145
Headquarters San Francisco, CA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0+ 1.00%


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