The Bedminster Group offers investment advice and manages investment portfolios for individuals, families, and businesses. TBG tailors its advice to your specific needs and goals, helping you decide how much risk to take. TBG also offers general consulting services, including retirement, tax, and investment planning. TBG does not recommend one particular type of security over another.
Assets Under Management$200M
Clients190
Advisors2
Avg. per Client$1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.70% |
| $8M+ | 0.70% |
Fees are negotiable for accounts over $8,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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