Boyar Asset Management offers both discretionary and non-discretionary investment advisory services. They manage individual client accounts, two private funds (Boyar Partners, LP and Boyar’s Orphaned Equity Fund, LP), and one open-ended registered investment company, The Boyar Value Fund. Boyar tailors its advisory services for individual clients according to their investment objectives and risk tolerance. Boyar also publishes research reports on undervalued companies through an affiliated entity.
Assets Under Management$230M
Clients229
Advisors1
Avg. per Client$990K
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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