Bighorn Financial offers investment advice to individuals and other clients. Bighorn creates portfolios of stocks, bonds, exchange traded funds (ETFs), and other investments tailored to each client's needs. Bighorn also provides retirement plan consulting services to employer plan sponsors, assisting them in establishing and monitoring their company's retirement plan.
Assets Under Management$41M
Clients33
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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