Bill Messner Contrarian Investment Advisory, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Bill Messner Contrarian Investment Advisory, LLC (BMCIA) offers personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. BMCIA is a fee-only firm and does not sell financial products or securities.
Assets Under Management$3.3M
Clients33
Advisors1
Avg. per Client$100K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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