Bills Asset Management offers investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. Bills Asset Management does not provide financial planning, estate planning, or accounting services. Bills Asset Management may consult on life insurance needs and recommend life insurance products, from which they may receive commissions.
Assets Under Management$58M
Clients148
Advisors2
Avg. per Client$400K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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