BAC Capital Advisors offers investment management services to individuals through managed accounts, where advice is tailored to their needs. They also create model portfolios for pension plans, providing asset allocation and fund selection. For pension plans, BAC provides quarterly investment updates and model portfolio allocations. BAC may use sub-advisors or recommend other advisors for specific expertise, with fees charged by those advisors in addition to BAC's fees.
Assets Under Management$300M
Clients38
AdvisorsN/A
Avg. per Client$7.8M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K - $500K | 0.90% |
| $500K+ | 0.85% |
Investment advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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