B & A Sector Watch aims to help clients navigate the global economy by providing direction on where to store capital and find investment options. The firm uses a "core and satellite" approach, with a focus on leveraged positions in major U.S. market indexes and a smaller allocation to sectors like biotechnology. B & A Sector Watch is not a financial planner but can help diversify financial assets.
Assets Under Management$1.9M
Clients23
AdvisorsN/A
Avg. per Client$81K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.2M | 1.00% |
| $1.3M - $1.5M | 0.88% |
| $1.5M - $1.7M | 0.75% |
| $1.8M - $2.0M | 0.63% |
| $2M+ | 0.50% |
Management fees are negotiable. The maximum percentage fee will be 0.25% of the account’s average total dollar value each quarter. Larger accounts can get a management fee of as little as 0.125% of the accounts average total dollar value each quarter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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