Bourne Lent Asset Management provides investment advice to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses and municipal entities. Bourne Lent creates customized investment strategies based on client goals, risk tolerance, and financial situations. They primarily invest in individual stocks and bonds, but may also use exchange-traded funds or mutual funds. Bourne Lent acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$340M
Clients83
Advisors3
Avg. per Client$4.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.60% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy clients may be billed under a different fee schedule. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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