Bokeh Capital Partners (BCP) offers ongoing portfolio management tailored to individual client needs, including financial planning and consulting. BCP reviews client accounts at least quarterly and adjusts them as needed based on market events or changes in a client's risk tolerance and life circumstances. BCP also acts as a sub-advisor for other registered investment advisor firms.
Assets Under Management$26M
Clients64
Advisors1
Avg. per Client$410K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees cannot exceed 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...