Three Bearings Fiduciary Advisors provides personalized financial planning and investment management services. They help clients with financial goal setting, tax planning, insurance review, education funding, retirement planning, and estate planning. Three Bearings is a fee-only firm, meaning they don't sell financial products or receive commissions. They can manage investments with or without the client's prior approval for each trade.
Assets Under Management$310M
Clients190
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$150M
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Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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