Boothe Investment Group (B.I.G. Investment Services) manages investment portfolios and offers financial planning services. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. B.I.G. Investment Services uses a tactical investment strategy, balancing risk and return with index funds and individual equities.
Assets Under Management$370M
Clients589
Advisors4
Avg. per Client$630K
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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