Bedfield Asset Management provides investment management services, creating strategies based on client investment objectives, risk tolerance, and financial needs. They manage investments to achieve the desired return, considering client preferences and restrictions. Bedfield uses a blend of active and passive investment management, incorporating fundamental and technical analysis. They do not provide financial planning, tax services, or alternative investments.
Assets Under Management$15M
Clients19
Advisors1
Avg. per Client$810K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.1M | 0.80% |
| $2.1M - $3.6M | 0.68% |
| $3.6M - $5.0M | 0.56% |
| $5M+ | 0.48% |
Fees may be negotiable at Bedfield Asset Management's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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