Banker Investment Group (BIG) offers continuous investment advice based on individual client needs. They develop a personal investment policy and manage a portfolio based on the client's objectives, risk tolerance, and time horizon. BIG manages accounts on a discretionary basis and provides advice on various securities. Clients may impose reasonable restrictions on investments.
Assets Under Management$260M
Clients440
Advisors2
Avg. per Client$590K
Avg. per Advisor$130M
www.bankerinvestmentgroup.com ·www.facebook.com/bankergrp ·www.linkedin.com/company/banker-investment-group
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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