BE Investment Management, LLC is a registered investment advisory firm founded in 2014 and led by Brian Elmer. The firm primarily serves individual investors and high net worth individuals by building customized portfolios tailored to each client's specific financial goals, risk tolerance, and time horizon. BE Investment Management uses fundamental, technical, and cyclical analysis to select a wide range of investments, including individual stocks, mutual funds, exchange-traded funds, corporate and municipal bonds, and government securities. Portfolios are continuously monitored, and clients receive quarterly statements and performance reports. The firm operates on a fee-based model tied to the market value of the assets managed.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable based on portfolio size, relationship complexity, and requested services.