Fjell Capital provides investment management and financial planning to individuals and businesses. They offer Bergen Advisory Services (BAS) which combines investment management and financial planning for clients with $250,000 or more in assets. BluePrint provides standalone financial planning services. Fjell also offers Retirement Plan Services to qualified retirement plan sponsors.
Assets Under Management$160M
Clients201
Advisors3
Avg. per Client$780K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.8M | 1.00% |
| $1.8M - $2.8M | 0.85% |
| $2.8M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Fees may be negotiable based on the complexity of the client's financial situation, the size of the account, and the overall relationship with the Firm. Clients whose fixed income portfolios are managed by separate account managers will be subject to two layers of fees: Fjell's fee and the separate account manager's fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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