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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and subject to change.