BAIS Enterprise offers a range of investment advisory solutions, including financial planning, investment consultation, and ongoing portfolio supervision. Financial planning covers cash flow, debt management, education funding, retirement planning, risk management, estate planning, business and tax planning. Portfolio management services are tailored to client risk profiles and goals, using various investment strategies and vehicles.
Assets Under Management$3.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.38% |
| $250K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5M+ | 1.00% |
Fees may be discounted at the firm's discretion but are not negotiable. The firm may aggregate accounts for the same individual or family to discount the asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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