Bantam Inc. provides portfolio management, pension consulting, and financial planning services. For individuals, Bantam creates a financial plan with an Investment Policy Statement (IPS) based on their goals, objectives, and risk tolerance. Institutional investors may have their own IPS, or Bantam will draft one. Bantam primarily invests in individual equities and ETFs but may also use other securities. Bantam offers non-trading investment consulting services where the client implements the recommendations.
Assets Under Management$26M
Clients3
Advisors1
Avg. per Client$8.7M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$10M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fixed Income portfolios are charged 0.25% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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