Bp Capital Fund Advisors, LLC

Fee-Only (% of Portfolio)

BP Capital Fund Advisors (BPCFA) offers investment management to high-net-worth investors through separately managed accounts. BPCFA focuses on the energy sector, investing in publicly traded equity and debt of U.S. energy companies, including energy infrastructure master limited partnerships (MLPs). BPCFA manages client portfolios, including sourcing, selecting, and monitoring investments. Clients sign an investment management agreement outlining fees, strategy, and termination rights. Either party can terminate the contract with 30 days' written notice, and clients are billed for the pro-rata portion of the management period.

Assets Under Management$22M
Clients8
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$22M

Fee Structure

Investment management only (planning not offered)

BPCFA's investment management fees are calculated as a percentage of the value of your investments. The fees are determined through negotiation with each client and are set forth in the investment management agreement. Typically, clients pay management fees ranging from 0.50% to 1.25% annually.

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Location

1 Advisors at this firm

Bp Capital Fund Advisors, LLC | TrueAdvisor