Bull Bear Investment Management LLC

Fee-Only (% of Portfolio)

Bull Bear Investment Management offers asset management services, providing continuous supervision over client accounts. They manage accounts based on your financial situation, investment objectives, and risk tolerance, actively monitoring and providing advice on investments. You can place reasonable restrictions on your account. Bull Bear Investment Management may give different advice to other clients or take different actions for their personal accounts.

Assets Under Management$56M
Clients145
Advisors2
Avg. per Client$390K
Avg. per Advisor$28M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Bull Bear Investment Management charges a percentage of the value of your portfolio each year. The annual fee ranges from 0.70% to 2.00%. The exact fee is determined by the investment advisor representative, the type of client, the complexity of the client's situation, the composition of the client's account, and the total amount of assets under management.

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Location

2 Advisors at this firm