Bates Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, and business entities. Bates offers ongoing portfolio management services and helps clients develop comprehensive financial strategies. Bates may act as a limited scope ERISA 3(21) fiduciary that can advise, help and assist plan sponsors with their investment decisions on a non-discretionary basis.
Assets Under Management$12M
Clients38
Advisors2
Avg. per Client$330K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
The asset management fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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