Assets Under Management
$8.1B
Number of Clients
67
Number of Advisors
7
Average Client AUM
$121.3M
AUM per Advisor
$1.2B
Compensation
Fee-Only (AUM)Fixed/Hourly
BMO Family Office offers discretionary investment management, non-discretionary investment advisory services, and family wealth strategies. They design investment policies, select investments, and monitor performance. They allocate assets among various classes, including cash, fixed income, equities, hedge funds, and real assets. Minimum discretionary investment management account size is $30 million.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $30.0M | 0.60% |
| $30.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $200.0M | 0.25% |
| $200.0M - $300.0M | 0.20% |
| $300.0M - $400.0M | 0.15% |
| $400.0M - $500.0M | 0.10% |
| $500.0M - $750.0M | 0.05% |
| $750.0M - $1000.0M | 0.03% |
| $1000M+ | 0.03% |
Standard fees are negotiable.
320 South Canal Street, Floor 12, Chicago, IL, 60606