BPBI offers asset management and financial planning services to help clients meet their financial goals based on their risk tolerance and investment time horizon. BPBI may select independent managers to manage client assets. BPBI also offers sub-advisory services to independent investment advisors and family offices, primarily from Mexico. BPBI also offers family office services to high-net-worth investors.
Assets Under Management$51M
Clients8
Advisors1
Avg. per Client$6.4M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for comprehensive portfolio management services by BPBI or any Independent Managers is negotiated based on the size of the portfolio and will not exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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