Baztec Capital Management provides investment management services to clients, charging fees based on the value of your portfolio. For clients who want a comprehensive investment plan, Baztec will create and implement a plan. Baztec helps clients analyze their needs, set goals, and develop asset allocation models. Client portfolios are monitored regularly, and clients receive written updates quarterly or more often if needed.
Assets Under Management$40M
Clients10
Advisors1
Avg. per Client$4M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.50% to 1.50% based on the size, nature, and complexity of the client relationship. A negotiated flat annual fee may be established for more complex advisory engagements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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