Brave Boat Capital Advisors offers financial planning and portfolio management services. Financial planning covers cash flow, education funding, retirement, risk management, estate, and tax planning. Portfolio management includes ongoing supervision and may involve institutional investment managers. An initial interview is conducted to determine the scope of services. Educational workshops are also offered.
Assets Under Management$30M
Clients20
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...