Bespoke Investment Group provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements for each client. Bespoke also offers online subscription services providing general financial market commentary, but these services do not provide personalized advice or recommendations to buy or sell specific securities.
Assets Under Management$100M
Clients59
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Portfolio management fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...