Old Bailey Investments, Llc (Tryon)
Old Bailey Investments, Llc Is a Large Advisory Firm Based in Tryon. It Manages $177.28 Million of Regulatory Assets for 79 Client Accounts. It Has Been...
Old Bailey Investments, LLC is a large advisory firm based in Tryon. It manages $177.28 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Illinois, Michigan, North Carolina, and Texas.
Old Bailey Investments provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Old Bailey Investments: assets under management
The assets under management (AUM) of Old Bailey Investments, LLC is $177.28 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $155.34 million in discretionary accounts and $21.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.28 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.99 million.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Old Bailey Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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