Bedell Frazier Investment Counselling provides investment advice to individuals, trusts, estates, and businesses. Their services include comprehensive portfolio management, which includes asset management and financial planning, and retirement plan consulting for employer-sponsored plans. Bedell Frazier works with clients to understand their financial situation and goals, then creates a tailored investment approach using stocks, bonds, ETFs, and other securities. Portfolios are monitored and rebalanced regularly.
Assets Under Management$810M
Clients554
Advisors16
Avg. per Client$1.5M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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