Booth Asset Management (BAM) provides custom-tailored portfolio management to individuals and institutions. BAM creates an Investment Policy Statement to outline a client's financial situation and constructs a plan to select a portfolio matching their specific needs. BAM may advise on investments in mutual funds, stocks, and bonds.
Assets Under Management$21M
Clients48
AdvisorsN/A
Avg. per Client$440K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $2.5M | 0.95% |
| $2.5M - $4.5M | 0.90% |
| $4.5M - $7.5M | 0.85% |
| $7.5M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Advisory fees are negotiable depending on the size and complexity of the client's account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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