Bowditch Advisory Services provides investment management services where client portfolios are managed according to the client’s stated investment goals and objectives. Bowditch Advisory also provides financial planning services where an adviser will work with clients to review their current financial position, stated goals and objectives, and will make recommendations on how clients can manage their financial resources based on an analysis of their individual needs. Recommendations are in the form of a written financial plan.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.40% |
For actively managed futures investments, the firm charges an annual management fee of 1.7% of assets under management. For qualified clients, Bowditch Advisory will charge an annual performance-based fee ranging from 5% to 25% of each investor’s annual net realized and unrealized profits.