BAHR Financial Planning Network offers portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. BAHR also provides financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. They primarily advise on mutual funds, equities, bonds, ETFs, and other securities.
Assets Under Management$54M
Clients76
Advisors1
Avg. per Client$710K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are nonnegotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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