Bone Asset Management offers financial planning and portfolio management services. Financial planning is offered at no charge and covers topics like financial management, retirement, taxes, and estate planning. For portfolio management, Bone Asset Management selects sub-advisors to manage client accounts, conducting due diligence and monitoring their performance. Bone Asset Management acts as a liaison between the client and the sub-advisor.
Assets Under Management$59M
Clients334
Advisors1
Avg. per Client$180K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable. The sub-advisor also charges a fee: 0.75% on the first $1,000,000 and 0.5% on amounts greater than $1,000,000. The combined advisory fee is 1.75% on the first $1,000,000 and 1.25% on amounts greater than $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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