Blue Bison Investments (BBI) is a registered investment advisor that manages investment portfolios for individuals, companies, and charitable groups. BBI invests in stocks, bonds, exchange traded funds (ETFs), and mutual funds. Portfolios are managed based on each client's goals, objectives, time horizon, and risk tolerance. BBI does not engage in third-party wrap fee programs.
Assets Under Management$18M
Clients183
Advisors3
Avg. per Client$100K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $2.5M | 1.00% |
| $2.5M - $3.0M | 0.95% |
| $3.0M - $3.5M | 0.90% |
| $3.5M - $4.0M | 0.85% |
| $4.0M - $4.2M | 0.80% |
| $4.3M - $4.5M | 0.75% |
| $4.5M - $4.7M | 0.70% |
| $4.8M - $5.0M | 0.65% |
| $5.0M - $5.2M | 0.60% |
| $5.3M - $5.5M | 0.55% |
| $5.5M - $5.7M | 0.50% |
| $5.8M - $6.0M | 0.45% |
| $6M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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