Bush River Trust provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Bush River Trust generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities and ETFs.
Assets Under Management$23M
Clients73
Advisors1
Avg. per Client$320K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are nonnegotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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