BMA Advisors provides investment management services for individuals, trusts, retirements, corporations, charities, and institutions on a discretionary basis. BMA primarily designs and manages growth and income stock and bond investment portfolios, investing in publicly traded securities. BMA's investment strategy is value disciplined with a bias toward major domestic and emerging secular growth companies, government securities, exchange traded funds, and select mutual funds.
Assets Under Management$24M
Clients111
Advisors3
Avg. per Client$220K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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