Brockelsby Investment Services (BIS) is an independent investment advisory and management business in Irmo, SC. BIS offers investment management and advice on retirement plans, 401(k)s, IRAs, and college funds. All advice is tailored to each client's needs. BIS acts as a fiduciary, placing clients' best interests first.
Assets Under Management$6.6M
Clients7
Advisors1
Avg. per Client$950K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$400
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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