Bakos Investment Management (BIM) offers personalized investment advisory services to individuals and families. BIM helps clients by developing a coordinated financial strategy, managing the execution of that strategy, overseeing the results, making decisions about money managers, monitoring performance, making strategic allocation changes, coordinating with tax and legal advisors, and reporting performance. BIM aims to simplify complex financial situations and act in the client's best interest.
Assets Under Management$78M
Clients43
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable. Fees include an initial investment plan, unlimited ongoing consultation, portfolio rebalancing and asset reallocation, and detailed quarterly performance reporting.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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