Bautista Planning and Analytics (BPA) manages investment portfolios and provides financial planning services. BPA offers advice on retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. BPA also provides educational seminars. BPA uses Betterment as a custodian.
Assets Under Management$990K
Clients12
Advisors1
Avg. per Client$82K
Avg. per Advisor$990K
sleekbio.com/bautistaplanningandanalytics ·www.bautistaplanningandanalytics.com ·www.feeonlynetwork.com/financial-advisor/joseph...
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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