Bristol Financial LLC offers portfolio management services based on clients' individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in the selection of a suitable portfolio. Clients who engage Bristol Financial for portfolio management may receive complimentary financial planning. Bristol Financial also offers financial planning and consulting services, including asset allocation, investment analysis, risk assessment, retirement planning, and budget analysis. Bristol Financial may direct clients to third-party investment advisors.
Assets Under Management$100M
Clients66
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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