BN Investment, owned by Max Sean Nelson and Bueford Max Nelson, aims to generate returns with risk transparency and client service. They invest in U.S. and major European securities, including stocks, exchange traded funds, and options. Assets are managed on a discretionary basis, focusing on portfolio management rather than overall wealth management. Clients generally cannot impose restrictions on investment strategies.
Assets Under Management$4.9M
Clients23
Advisors1
Avg. per Client$210K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee and performance fee are negotiable. A performance-based fee may also apply for qualified clients, calculated annually as 10% of the net increase in the account's value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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