BE Investment Management (BEIM) offers investment management services to individual investors. BEIM works with clients to develop an investment plan based on their goals, risk tolerance, and time frame. BEIM manages portfolios of securities, including stocks, bonds, mutual funds, and exchange-traded funds. BEIM monitors and reviews client portfolios regularly and reviews this information with clients.
Assets Under Management$13M
Clients29
Advisors1
Avg. per Client$450K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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