Bull Market Investment Management (BMIM) offers asset management, research, and financial advice to individuals, institutions, corporations, and pooled investment vehicles. BMIM tailors investment advisory services to the individual needs of the client. The goals and objectives for each client are documented via new account documentation. Client Profiles are created that reflect the stated goals and objective. BMIM's clients are allowed to impose restrictions on the investments in their account.
Assets Under Management$15M
Clients177
Advisors6
Avg. per Client$86K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$50K
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.65% |
All fees are negotiable. For accounts under $100,000, BMIM charges a $500 annual management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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