Bonsai Advisors provides ongoing investment management to clients, creating an Investment Policy Statement to document investment objectives and strategies. Bonsai may also offer third-party money managers and turnkey asset management programs. Financial planning services cover estate, retirement, education, and insurance planning, along with investment and cash management.
Assets Under Management$21M
Clients35
Advisors4
Avg. per Client$600K
Avg. per Advisor$5.3M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Annual fees are negotiable at Bonsai's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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