Benkei Asset Management (BAM) offers investment management services to individuals and businesses, particularly those in the United States and Japan. BAM uses quantitative analysis and market timing to select investments like stocks, ETFs, mutual funds, hedge funds, and private funds. BAM manages client portfolios with the goal of long-term capital appreciation while minimizing risk. They offer both discretionary and non-discretionary managed accounts.
Assets Under Management$41M
Clients50
Advisors1
Avg. per Client$820K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The fee is 2% or less, as may be determined by Benkei Asset Management in its sole discretion. Some clients may also be subject to a performance-based fee of 20% of realized and unrealized appreciation subject to a high water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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