Bayou Bridge Capital Advisors (BBC Advisors) offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. BBC Advisors creates an Investment Policy Statement for each client. BBC Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements. BBC Advisors requires discretionary authority from clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 1.00% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 1.00% of assets under management along with a 10.00% performance fee based on capital appreciation.