Excalibur Management CORP
Assets Under Management
$657.0M
Number of Clients
312
Number of Advisors
7
Average Client AUM
$2.1M
AUM per Advisor
$93.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Excalibur Management Corporation is an independent RIA providing customized investment management and wealth planning to high-net-worth individuals, families, foundations, business entities, and endowments. Services include tax-efficient investing, strategic gifting, concentrated asset strategies, risk management, and cash flow analysis. They offer customized multi-asset portfolios, custom equity investing, and custom fixed income investing.
Fee Structure
Investment management fees range up to 1.0% annually of the account's market value, billed quarterly in arrears. Clients can have fees deducted from their custodial accounts or be billed directly. Financial planning fees are fixed and negotiated on a client-by-client basis. A minimum net worth of $1,000,000 is required for advisory and financial planning services, but waivers may be granted.
Areas of Practice
Location
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA, 02451