Bireme Capital, LLC

Fee-Only (% of Portfolio)

Bireme Capital manages investment portfolios for clients, primarily with a long-term focus, but may engage in frequent trading. Bireme also provides sub-advisory services to other investment advisors. Bireme constructs portfolios based on each client's goals, objectives, and risk tolerance. Clients can place reasonable restrictions on investments. Bireme also holds seminars and workshops to educate the public on different types of investments and the different services they offer.

Assets Under Management$170M
Clients65
Advisors3
Avg. per Client$2.6M
Avg. per Advisor$56M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Bireme Capital charges a percentage of the value of your portfolio each year. The maximum annual fee is 1.75%, billed quarterly. This fee may be negotiable. Bireme also offers performance-based fees for qualified clients, which include a 1% asset management fee plus up to 20% of any increase from the previous high-water mark, charged annually.

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Location

3 Advisors at this firm

Bireme Capital, LLC | TrueAdvisor