Bristol Asset Management provides financial plans for a fixed fee, including analysis of current investments and retirement plan summaries. Bristol refers clients to Lebenthal Global Advisors, LLC or other third-party advisors for managed portfolios in wrap accounts. Bristol's representative reviews investment account performance upon client request. Financial plans are based on the client's financial situation at the time the plan is presented.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $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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Location
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