BHK Investment Advisors provides investment advice and portfolio management to individuals, corporations, retirement plans, and other entities. BHK offers several programs, including investment advisory, investment consulting, and global portfolio strategies. BHK works with clients to develop investment strategies based on their goals, risk tolerance, and time horizon. BHK may recommend independent investment advisors to manage client accounts.
Assets Under Management$760M
Clients316
Advisors5
Avg. per Client$2.4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee schedule is for Equity and Balanced Accounts. Fixed Income Accounts have a different fee schedule: 0.75% on the first $5,000,000, 0.50% on the next $5,000,000, and 0.25% above $10,000,000. A minimum annual fee may be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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