Bull Street Advisors (BSA) offers investment management on a discretionary basis, tailoring portfolios to individual client needs. BSA also provides customized financial planning services, covering retirement, education, estate planning, and business succession. Financial planning fees are typically included in the investment management fees. BSA works with individuals, high net worth individuals, pension plans, and other entities.
Assets Under Management$260M
Clients108
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$260M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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