Beck, Mack & Oliver (BM&O) offers asset management services to individuals and institutions through separately managed accounts. BM&O invests in corporations with strong fundamentals, focusing on growth in earnings and dividends. Portfolios are customized based on client objectives and risk tolerance, primarily using publicly traded U.S. domestic and foreign securities. BM&O also manages the Beck, Mack & Oliver Partners Fund.
Assets Under Management$5.9B
Clients1,434
Advisors8
Avg. per Client$4.1M
Avg. per Advisor$740M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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