Bull & Bear Advisors (BNB) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. BNB creates an Investment Policy Statement for each client. BNB also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, education planning, and debit/credit planning. BNB may recommend investments in a hedge fund that the principal is invested in.
Assets Under Management$25M
Clients37
Advisors4
Avg. per Client$660K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. All clients engaging in investment management services must either engage in comprehensive financial planning or meet a $150,000 minimum of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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