Bolthouse Investment Management Services offers investment advice, asset allocation, and investment selection. Investment management is provided through private partnerships (equity and fixed income). Bolthouse Investments also offers financial consulting services as requested by the client and bill pay services. Bolthouse Investments manages client assets on a discretionary and non-discretionary basis.
Assets Under Management$540M
Clients53
Advisors3
Avg. per Client$10M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Some accounts may be under different fee schedules honoring prior agreements. Standard fee schedule may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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