Broman & Greig Asset Management (BGAM) manages investment portfolios for individuals based on their financial situation and investment goals. BGAM primarily invests in no-load mutual funds, but may also use individual bonds, equities, and exchange traded funds. BGAM gathers client information to determine their financial situation and investment objectives, and clients can impose reasonable restrictions on their accounts.
Assets Under Management$10M
Clients10
Advisors1
Avg. per Client$1M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K+ | 1.00% |
Fees may be negotiable for portfolios over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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