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The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.","source":"2026-03-25 WARWICK PARTNERS FORM ADV PART 2A, filed 16 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Warwick Investment Management use?","answer":"Warwick Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.32B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Warwick Investment Management have?","answer":"Warwick Investment Management has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Warwick Investment Management invest in?","answer":"At the end of its last fiscal year, Warwick Investment Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 22% cash and equivalents, 5% exchange-traded equities, 5% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Warwick Investment Management have a minimum investment?","answer":"Yes, Warwick Investment Management’s minimum account size for its Standard fee schedule is $2M.","source":"2026-03-25 WARWICK PARTNERS FORM ADV PART 2A, filed 16 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Warwick Investment Management?","answer":"Warwick Investment Management’s direct owners are Grant Stucki (10% to 25%), Clarence Glover (50% to 75%) and Ross Willmann (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 16 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Warwick Investment Management get paid?","answer":"Warwick Investment Management is paid through a percentage of assets under management and fixed fees. 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