Brinker Asset Management (BAM) offers investment management on both discretionary and non-discretionary bases. BAM also provides financial planning services covering areas like financial situation, taxes, insurance, investments, retirement, and estate planning. BAM seeks to manage retirement accounts, 401(k)s, and other large pools of money. BAM reviews a client's financial situation to determine a suitable investment approach.
Assets Under Management$360K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$360K
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. BAM may also offer a performance-based fee arrangement: 1% of assets annually, plus 20% of quarterly net equity increase for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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