Bamboo Wealth provides investment advice and manages investment portfolios for individuals, high net worth individuals, businesses, trusts, estates, charitable organizations, and retirement plans. Bamboo Wealth also offers financial planning services, which can be a one-time engagement or ongoing advice. The firm primarily invests client assets in low-cost exchange-traded funds and individual bonds.
Assets Under Management$240M
Clients229
Advisors5
Avg. per Client$1M
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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