BH Asset Management provides investment management services to high net worth individuals. Services include assessing investment needs, developing an asset allocation strategy, recommending suitable investment styles, analyzing individual securities, reviewing accounts, and providing performance reports. BH may use third-party consultants for research and advice, but all decisions are made by BH. BH tailors its services to individual client needs and objectives.
Assets Under Management$120M
Clients110
AdvisorsN/A
Avg. per Client$1.1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.13% |
| $10.0M - $15.0M | 0.93% |
| $15M+ | 0.93% |
Fees may be negotiable in individual cases. The fee range for the first $10,000,000 is 1.00%-1.25%, the next $5,000,000 is 0.85%-1.00%, and over $15,000,000 is 0.85%-1.00%. The average of the ranges was used for the fee_percentage.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.