Bateman Capital Management (BCM) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. BCM creates an Investment Policy Statement for each client. BCM primarily recommends value-oriented investments, including mutual funds, fixed income securities, equities, ETFs, and real estate funds. BCM may request authority to make trades without asking first.
Assets Under Management$1M
Clients8
Advisors1
Avg. per Client$130K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients may opt to be charged a performance-based fee of 20% of net profits above a high water mark. These fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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