Bullbear Investment Management provides investment management services, creating personalized stock and bond portfolios based on each client's risk tolerance and profile. They use a mix of stocks and ETFs across different geographies, styles, and capitalizations, and may include bond ETFs for diversification. Bullbear does not participate in wrap fee programs.
Assets Under Management$2.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...