Bernzott Capital Advisors is an independent investment advisory firm based in Camarillo, California, founded in 1994 and owned entirely by its employees and employee-related parties. Bernzott operates as a classic value investor, focusing on bottom-up research to identify resilient, financially transparent companies with proven management teams that can be purchased at attractive prices. The firm manages discretionary investment portfolios tailored to individual objectives, primarily utilizing individual common stocks and bonds, exchange-traded funds, and real estate investment trusts. Bernzott serves a broad range of clients, including private individuals, trusts, estates, charitable organizations, pension plans, and other registered investment advisors, with a strong emphasis on small-cap value equities and customized multi-asset class strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable in special circumstances at the firm's discretion.