Beyond Borders Investment Strategies, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Beyond Borders Investment Strategies manages investment portfolios for institutions and individuals, focusing on single-country equity Exchange Traded Funds (ETFs) in developed, emerging, and frontier markets. BBIS aims to help countries recover from crises by investing in their stock markets when valuations are low, with the goal of generating investment returns for clients. BBIS uses a 'country macro value equity' investment style, analyzing macroeconomic growth, political and economic catalysts, and risks.

Assets Under Management$330K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$330K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.60%

Fees are negotiable and subject to change with written notice.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Beyond Borders Investment Strategies, LLC | TrueAdvisor