Bache Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Bache Capital Management is a personal service firm that aims to maximize growth and minimize risk for individual investors. They primarily invest in high-quality fixed income (bonds) and diversify client portfolios among US Government and US Agencies, corporate and municipal bonds, brokered certificates of deposit, and cash equivalents. Bache Capital structures portfolios for individual needs, considering income and tax requirements. They also provide reports to assist with tax and estate planning.

Assets Under Management$43M
Clients37
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$43M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Bache Capital Management | TrueAdvisor