Boundary Street Partners (BSP) offers investment management and general consulting services. BSP uses an active approach to global value investing, drawing upon the works of Warren Buffett and Howard Marks. BSP develops a financial outline and investment plan with each client, which are discussed regularly. BSP manages investment portfolios on a discretionary basis, selecting individual securities such as mutual funds, ETFs, and individual stocks. BSP may also recommend separate account managers through a wrap program.
Assets Under Management$18M
Clients20
Advisors2
Avg. per Client$900K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $35.0M | 0.75% |
| $35.0M - $60.0M | 0.60% |
| $60M+ | 0.55% |
BSP may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where BSP deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...