Bollinger Capital Management provides investment advice to individuals, high net worth individuals, trusts, and estates. Bollinger creates customized investment strategies based on client goals, risk tolerance, and financial situations. Bollinger constructs portfolios primarily using stocks and exchange-traded funds, and may also use bonds, inverse ETFs, or mutual funds. Bollinger also offers systematic strategies using a select pool of equities. Bollinger does not have custody of client funds.
Assets Under Management$39M
Clients23
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable. Investment advisory fees for systematic strategies are up to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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