Bautis Financial provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to guide investment selection. Bautis Financial also offers financial planning services covering areas like asset and liability analysis, cash flow analysis, retirement planning, estate planning, and tax planning.
Assets Under Management$200M
Clients275
Advisors2
Avg. per Client$720K
Avg. per Advisor$99M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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