Bear Mountain Capital offers financial planning and investment advice to individuals, families, small businesses, and institutions. They create and manage investment portfolios based on client goals and objectives. All wealth management clients receive financial goal analysis. They primarily manage assets on a discretionary basis, with a few legacy non-discretionary clients. They also provide investment supervisory services to private investment funds.
Assets Under Management$370M
Clients234
Advisors9
Avg. per Client$1.6M
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Fees are negotiable. If the wealth management services client is as an investor in a “private fund” managed by Bear Mountain Capital, the investor will indirectly pay Bear Mountain Capital a pro-rata share of the management fee charged by Bear Mountain Capital to the “private fund.”
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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