Bayesian Investment Management manages investment portfolios of stocks, ETFs, and mutual funds on a discretionary basis. Client portfolios are customized based on their financial needs, investment objectives, risk tolerance, and other factors. The firm also provides advisory services to retirement plans. Clients can impose reasonable restrictions on the firm's authority.
Assets Under Management$8.4M
Clients23
Advisors1
Avg. per Client$360K
Avg. per Advisor$8.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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