Bermuda Investment Advisory Services Limited, now trading as BIAS Investors, offers customized investment management services. They manage portfolios for individuals, trusts, retirement accounts, corporations, and other institutions, tailoring each portfolio to the client's risk tolerance, time horizon, and goals. BIAS Investors also manages the BIAS Global Portfolios funds, which are asset allocation packages designed for smaller clients.
Assets Under Management$260M
Clients202
AdvisorsN/A
Avg. per Client$1.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.40% |
| $1.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
Fees are negotiable. The schedule above reflects fees for a balanced portfolio (60% equities, 40% fixed income). Fixed income only: 0.75% to 0.30%. Equities only: 1.90% to 0.80%. Compliance and Custody fees of 0.10% for individuals and 0.10% to 0.15% for corporations are added to the above fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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