Balopole Investment Management Corporation (BIMC) creates investment plans with client input, helps set up accounts, researches investments, and buys/sells investments according to the plan. BIMC provides semi-annual performance and investment outlook reports, and investment information for tax preparation. BIMC focuses on publicly traded investments.
Assets Under Management$32M
Clients34
Advisors1
Avg. per Client$930K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
On occasion, BIMC will agree to exempt a specific asset from the fee calculation if the client does not wish BIMC to actively manage that asset. Such modifications to the standard fee are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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