Basis Point Investments (BPI) provides investment management services by buying and selling stocks, bonds, mutual funds, and ETFs in client accounts. BPI constructs portfolios based on client objectives, risk profile, and financial status. BPI also offers financial planning services, including preparing financial plans for retirement, budgetary, and estate planning. BPI also provides investment consulting services for retirement plans.
Fee Structure
BPI's investment management fees range from 0.95% to 1.95% annually. Accounts over $1,000,000 are typically charged 1.20% annually, and accounts over $4,000,000 are generally charged 1.00% annually. The specific fee depends on the types of investments, number of accounts, complexity of the client's financial situation, and the time and resources required. Fees are billed quarterly based on the average daily balance during the previous quarter.