The Bottom Line Wealth Management Ltd. manages investment portfolios and provides ongoing financial planning for individuals and high net worth families. The firm selects model portfolios tailored to each client's risk tolerance and investment objectives. Services include investment management, retirement planning, tax reduction strategies, estate plan reviews, and protection plan reviews. The firm operates with full discretionary authority over portfolio models. Clients also have access to insurance products through affiliated entities. The firm emphasizes a fiduciary commitment to act in clients' best interests.
Assets Under Management$6.3M
Clients250
Advisors2
Avg. per Client$25K
Avg. per Advisor$3.1M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.05% |
Fees are negotiable and will not exceed 1.25% of the value of the client's portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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