Bristlecone Value Partners offers investment management services tailored to clients' needs. They provide both discretionary and non-discretionary services, focusing on objective setting, asset allocation, security selection, and performance monitoring. Bristlecone also offers Separately Managed Equity Accounts (SMAs) using a Large Cap Value strategy, primarily investing in mid to large-cap companies. A minimum allocation of $100,000 is typically required for this service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5M+ | 0.15% |
Fees are subject to change with advance notification and are negotiable depending on client circumstances. Charitable organizations have a separate, discounted fee schedule. Accounts opened before the effective date of this fee schedule may pay more or less for the same advisory services.