E. Batoff & Co. offers investment strategies using mutual funds and exchange traded funds (ETFs). They tailor equity and fixed income allocations to each client's needs and risk tolerance. The firm manages assets on both a discretionary and non-discretionary basis.
Assets Under Management$240M
Clients11
Advisors1
Avg. per Client$22M
Avg. per Advisor$240M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.20% |
For clients invested solely in fixed income securities, the fee is 0.30% up to $20,000,000, and 0.25% above $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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