Baviello Investment Management provides investment management and financial advisory services. Baviello primarily uses the Baviello Flagship Strategy, a value-oriented equity strategy, but also employs other strategies using mutual funds, exchange traded funds, individual equities and bonds. Baviello considers each client’s investment objectives, risk tolerance, and financial situation when determining the appropriate investment strategy.
Assets Under Management$16M
Clients27
Advisors1
Avg. per Client$590K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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