Bolthouse Investment Management Services manages investment portfolios and provides financial consulting for individuals, families, high-net-worth clients, trusts, estates, and retirement plan participants. Bolthouse Investment Management Services offers asset allocation and investment selection, operating primarily through private equity and fixed-income funds as well as separately managed accounts. Bolthouse Investment Management Services creates customized investment strategies based on each client's goals, time horizon, and risk tolerance, utilizing third-party advisors, mutual funds, exchange-traded funds, and individual securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees include the market value of client interests in the firm's private funds. Standard fee schedule may be negotiable based on grandfathered accounts, Bolthouse family accounts, and special situations.