Entities

Ensemble Capital Management

Nickname
Ensemble Capital
Location
Founding Date
1997

Ensemble Capital Management is an investment management firm that offers customized portfolio management solutions, fee-only objective advice, and a high level of personalized service to individuals, families, trusts, foundations, and nonprofits. It also offers a comprehensive and superior range of wealth management services and solutions to meet clients' unique financial needs.

SIMPLE FEE SCHEDULE

First $10 million: 1.00 % annual fees

Amounts in excess of $10 million and up to $25 million: 0.80 % annual fees

Amounts in excess of $25 million and up to $100 million: 0.60 % annual fees

Amounts in excess of $100 million: 0.50 % annual fees