Bau Advisors

Fee-Only (% of Portfolio)

BAU Advisors manages investments for pooled investment vehicles, focusing on real estate and other asset-backed opportunities globally through credit and equity instruments. Some advisory relationships are non-discretionary, requiring board approval for investments. BAU's services are detailed in the client's offering documents. The firm may invest in non-investment grade securities. The advice offered by BAU is not legal or tax advice.

Assets Under Management$270M
Clients10
AdvisorsN/A
Avg. per Client$27M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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Bau Advisors | TrueAdvisor