Bass Rocks Asset Management (BAM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. BAM creates an Investment Policy Statement for each client. BAM primarily recommends options related strategies, but may use other securities as well to help diversify a portfolio when applicable. BAM may also act as a subadviser to other investment advisors.
Assets Under Management$16M
Clients21
Advisors2
Avg. per Client$780K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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