Bazis Private Wealth provides financial planning and investment management services. Investment management is offered through their Private Portfolio Management Program (PPM). Financial planning services include creating written financial plans and consultations. Bazis also offers retirement plan services to plan sponsors and individual participants.
Assets Under Management$240M
Clients210
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$10M
Bazis Private Wealth offers investment management through its Private Portfolio Management Program (PPM). The fees do not exceed 0.5% of the account value if the account meets the minimum of $10,000,000. If the account is less than $10,000,000, the fees range up to 1%. If the account is less than $1,000,000, the fee will not exceed 2%. Fees are negotiable.
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