Barnai Asset Management (BAM) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. BAM primarily uses equities and ETFs, and may use leveraged ETFs for suitable clients. BAM focuses on long-term investing for retirement and other financial goals, using a top-down investment approach that considers market cycles, macro-economic data, and other factors. Clients may impose restrictions on investments based on their values or beliefs.
Assets Under Management$22M
Clients31
Advisors1
Avg. per Client$700K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.75% |
| $25K - $50K | 1.50% |
| $50K - $500K | 1.25% |
| $500K+ | 1.00% |
Fee schedule is a floating rate and assets will be charged a lower rate once the total assets under management value surpasses the break point.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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