John W. Bristol & Co. is an investment advisor that manages investments for endowments, foundations, high net worth individuals, companies, partnerships, trusts, and pension plans. The firm focuses on constructing portfolios that deliver long-term investment results. They invest portfolios similarly for institutional and individual clients, identifying companies with above-average earnings growth. They communicate with clients through regular meetings, written memorandums, and monthly portfolio valuations.
Assets Under Management$6.7B
Clients144
Advisors1
Avg. per Client$47M
Avg. per Advisor$6.7B
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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