Bill Opp Fixed Income Advisory Service offers investment advice focused on municipal and government bond portfolios. In some cases, advice may be provided on corporate debt securities. Bill Opp Fixed Income Advisory Service provides recommendations on investments as new money becomes available, as well as on existing bonds in the portfolio. The firm tailors its services to the specific needs of individuals and banks, managing each client’s bond portfolio based on their risk tolerance and stated goals.
Fee Structure
Bill Opp Fixed Income Advisory Service charges a fixed fee based on the size of your portfolio, the amount of new money to be invested, the number of existing bond positions in the account to be reviewed and monitored, and the frequency of reporting. The fee will not exceed 0.4% of the total value of the account.