Bricks & Mortar Capital (BAMCAP) offers investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. BAMCAP manages investments based on a percentage of the value of your portfolio. They do not sell commissioned products. BAMCAP also manages a pooled investment fund that invests in real estate investment trusts.
Assets Under Management$14M
Clients4
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.70% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees, account minimums and payment terms are negotiable depending on a client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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