Bernzott Capital Advisors

Assets Under Management

$285.2M

Number of Clients

278

Number of Advisors

2

Average Client AUM

$1.0M

AUM per Advisor

$142.6M

Compensation

Fee-Only (AUM)

About This Firm

Bernzott Capital Advisors, founded in 1994, is an independent money manager delivering balanced investment management services. They identify resilient companies with transparent financials and proven management, buying them at attractive prices. Client assets are held in separately managed accounts by a qualified custodian. They also offer advisory services to retirement plans.

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable in special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
Loading...
Location

1200 Paseo Camarillo, Suite 180, Camarillo, CA, 93010

2 Advisors at this firm