Brock Asset Management (BAM) manages investments for individuals and small businesses, focusing on publicly traded stocks, bonds, and mutual funds. BAM also offers educational workshops for 401(k) clients. BAM does not take custody of client funds, instead recommending major institutions. BAM tailors its services to each client's risk tolerance and financial situation.
Assets Under Management$61M
Clients207
Advisors1
Avg. per Client$290K
Avg. per Advisor$61M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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