Annandale Capital, LLC
Assets Under Management
$1.4B
Number of Clients
206
Number of Advisors
2
Average Client AUM
$6.7M
AUM per Advisor
$695.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Annandale focuses on advancing client investment objectives through asset allocation, manager selection, research, portfolio customization, and reporting. They advise on equities, fixed income, hedge funds, private equity, commodities, and real estate. Services are tailored to individual client needs based on goals, risk tolerance, and tax situations.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Client fees are negotiable and therefore management fees for each client may vary from the schedule above.
Fee Estimator
You'll pay an annual management fee of 1.00% based on the value of your assets at the beginning of each quarter. Fees are negotiable and may vary. If you start mid-quarter, the fee will be calculated for the portion of the quarter managed. If you terminate services before the end of a quarter, you'll receive a prorated refund for unearned fees.
Areas of Practice
Location
2626 Cole Avenue, Suite 700, Dallas, TX, 75204