Battery Global Advisors offers personalized financial planning, investment management, and family office services to high-net-worth individuals. Services include financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Battery Global Advisors also manages private investment funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Some clients have transitioned to a new billing approach where fixed Client Fees are negotiated annually based on a subjective assessment of the client’s complexity—often as proxied by their estimated net worth—based on the following scale: 0.2% on the first $100mm of net worth, and 0.1% on net worth above $100mm. We expect all clients will transition to this fee billing approach over time.