Bankshop, LLC provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Bankshop creates an Investment Policy Statement for each client, outlining their current financial situation. Bankshop generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, commodities and non-U.S. securities, although Bankshop primarily recommends capital preserve and capital growth.
Assets Under Management$62M
Clients240
Advisors1
Avg. per Client$260K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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