Barak Asset Management (BAM) provides investment advisory services to help clients develop and implement investment strategies aligned with their objectives. BAM evaluates existing portfolios and creates allocations to help clients meet their financial goals. BAM also offers workshops on savings, spending, budgeting, debt elimination, business financial planning, retirement savings, and legacy planning. Additionally, BAM provides financial service mediation/negotiation with government agencies and banks for loans on behalf of small businesses.
Fee Structure
Barak Asset Management's (BAM) fees cover investment advice, asset, and portfolio management. The fees do not include custodial service and brokerage commissions. Fees are calculated monthly based on the market value of your investments.
For equity or asset allocation strategies, the annual fee is:
- $250,000 to $500,000: 2.5%
- $500,001 to $2,500,000: 2.25%
- $2,500,001 to $5,500,000: 2.0%
- $5,500,001 to $8,500,000: 1.8%
- Over $8,500,001: 1.5%
For fixed income strategies, the annual fee is:
- $500,000 to $2,000,000: 2.2%
- $2,000,001 to $5,000,000: 1.8%
- $5,000,001 to $15,000,000: 1.4%
- Over $15,000,001: 1.0%
The minimum monthly fee is $75. Clients with assets below $100,000 may pay a higher fee.