Bow Stream Investments LLC provides investment advice, primarily on U.S. public company common stock. Bow Stream manages client accounts based on a common investment strategy, but portfolios may differ due to various factors. Bow Stream offers discretionary portfolio management services, making investment decisions without prior client approval. Clients can terminate their Investment Management Agreement with 30 days' written notice.
Assets Under Management$10M
Clients5
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For certain qualified clients, Bow Stream charges an annual performance fee equal to 20% based on the capital appreciation in the client’s account(s). Any particular client account may have an asset-based fee arrangement, a performance-based fee arrangement, neither, or both.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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