Blameuser Asset Management (BAM) provides financial planning and investment portfolio management services. Financial planning involves a detailed written plan to help clients clarify their financial resources and objectives, covering areas like income, taxes, assets, liabilities, estate planning, and retirement. Investment portfolio management involves active management of a client's investment portfolio, including various securities to help clients achieve their financial goals.
Assets Under Management$4.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.00% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable. Performance-based fees may also be used for certain qualified clients, potentially increasing the overall fee. Minimum monthly fee of $35 applies to accounts under $100,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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