Bernzott Capital Advisors is an investment advisory firm that provides discretionary investment management services based on individual investment objectives. Bernzott identifies resilient companies with transparent financials and proven management, purchased at attractive prices. Client assets are held in separately managed accounts by a qualified custodian. Bernzott also offers advisory and consulting services to employee benefit plans and provides non-discretionary investment model portfolio services to unaffiliated third-party Principal Advisors.
Assets Under Management$290M
Clients278
Advisors2
Avg. per Client$1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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. Multiple accounts for a single client relationship can be combined for fee breaks.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...