Baffin Advisors LLC

Fee-Only (% of Portfolio)

Baffin Advisors LLC manages investment portfolios for high-net-worth individuals and corporations. They tailor each client's account to their personal needs by discussing their situation, risk tolerance, assets, liabilities, and income needs. Baffin Advisors aims for good risk-adjusted returns through well-structured portfolios and a global medium-term view of key fundamental drivers.

Assets Under Management$120M
Clients12
Advisors1
Avg. per Client$10M
Avg. per Advisor$120M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable based on the size of the portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Baffin Advisors LLC | TrueAdvisor