Blank Equity Management (BEM) offers consulting, including financial planning, and investment management services. BEM starts by understanding a client's investment goals and financial situation, educating them about different services and investment risks. BEM advises on various securities and strives to provide advice in the client's best interest, considering past performance and reports about investments. BEM also provides retirement plan consulting services.
Assets Under Management$140M
Clients170
Advisors2
Avg. per Client$840K
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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