Corbett Road Capital Management, LLC
Assets Under Management
$145.6M
Number of Clients
3
Number of Advisors
3
Average Client AUM
$48.5M
AUM per Advisor
$48.5M
Compensation
Fee-Only (AUM)
About This Firm
Corbett Road Capital Management offers active management of Separately Managed Account portfolios (SMAs) on a sub-advisory basis. They provide smarttactical™ Strategies, tax-efficient tactical, actively managed, and asset allocation strategies. Their solutions are tailored to fit the client’s risk profile.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees for certain strategies include the cost of ETFs, ranging from 0.09% to 0.79%.
Fee Estimator
CRCM's fees are based on a percentage of assets under management, ranging from 0.25% to 0.50% annually, depending on the account size. The total fee for clients, which includes the management fee and other fees (cost of ETFs), ranges from 25 bps to 129 bps. A minimum of $25,000 of assets under management is typically required for sub-advisory services, but this is negotiable. Fees are billed and collected through your custodian or primary advisor.
Areas of Practice
Location
7901 Jones Branch Dr., Suite 800, Mclean, VA, 22102