The Bollard Group offers investment advice, bookkeeping, tax preparation, and financial and estate planning to high-net-worth individuals, trusts, charitable foundations, and family-centric companies. They provide both discretionary and non-discretionary investment management services, tailoring their advice to each client's needs. They also offer access to alternative investments through their affiliate, Spinnaker Capital.
Assets Under Management$6.8B
Clients23
Advisors1
Avg. per Client$290M
Avg. per Advisor$6.8B
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Minimum Annual Fee:$75,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are negotiable. Minimum annual fee is $75,000. Similar services may be available from other advisors for similar or lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...