Baltimore Avenue Investments offers portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to help select a suitable portfolio. The firm generally invests in mutual funds, equities, bonds, ETFs, REITs, and government securities. Financial planning is included as part of the annual asset fee.
Assets Under Management$11M
Clients78
Advisors1
Avg. per Client$150K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are negotiable depending on the needs of the client and complexity of the situation. For clients charged monthly, the fees are 0.04% on accounts over $1,000,000 and 0.05% for accounts under $1,000,000. For a negotiated fee of less than the maximum, Baltimore Avenue Investments will charge 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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