BMO Family Office offers investment management and family wealth strategies to individuals, families, and institutions. Investment services include designing investment policies, selecting investments, and monitoring performance. Family wealth strategies include financial, tax, and estate advisory services. BMO Family Office works with clients who have a net worth of $100 million or more, or investable assets of $50 million or more.
Assets Under Management$10B
Clients73
Advisors5
Avg. per Client$140M
Avg. per Advisor$2B
www.linkedin.com/company/bmowealthmanagement-us ·uswealth.bmo.com/our-services/bmo-family-office... ·www.bmofamilyoffice.com
Fee Structure
Minimum Investment:$50M
Minimum Annual Fee:$250,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Certain existing clients may have fee schedules which are no longer offered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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