Bitterroot Capital Advisors provides investment management and financial planning services to a select group of clients with substantial assets. Bitterroot Capital offers both discretionary and non-discretionary investment supervisory services, investing in stocks, bonds, investment partnerships, and other securities. Financial planning services are included at no additional charge as part of the investment management service. Bitterroot Capital also offers advice through consultations not involving investment supervisory services, and occasional advice regarding other financial matters not involving securities.
Fee Structure
Bitterroot Capital charges an annual retainer fee for its services, which covers both investment management and financial planning. The retainer fee is $200,000 unless waived by Bitterroot Capital. The firm considers factors such as the value and nature of client assets, and whether discretionary or non-discretionary services are provided when negotiating the annual retainer.