Bounty Management CORP

Fee-Only (% of Portfolio)

Bounty Management Corporation is an investment management firm that manages taxable and non-taxable portfolios for individuals, families, and non-profit organizations. Bounty aims for long-term capital growth while considering inflation. They provide separately managed investment accounts tailored to client needs, such as current income or long-term growth. Bounty uses economic and fundamental analysis to select investments, including publicly traded stocks, bonds, exchange traded funds (ETFs), and mutual funds. They may also perform limited financial consulting and coordinate with other advisors.

Assets Under Management$76M
Clients43
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$38M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable and subject to change.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm