Bare Wealth Advisors offers investment advice and financial planning to individuals and other clients. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning. Bare Wealth Advisors uses sub-advisors to implement investment portfolios. The firm aims to help clients meet their financial goals while being sensitive to risk tolerance and time horizons.
Fee Structure
Bare Wealth Advisors offers asset management and comprehensive portfolio management services. The annual fee for these services ranges from 0.50% to 1.50% of the assets managed, depending on factors like account size and complexity. Fees are billed quarterly in advance. Adjustments are made for deposits and withdrawals over $100,000 during the quarter. Clients using sub-advisors will also pay fees to the sub-advisor.