B Side Partners offers consulting and portfolio management services to ultra-high-net-worth individuals. Consulting includes legal, investment, insurance, tax, and lifestyle management. Portfolio management is tailored to client goals and risk tolerance. B Side Partners may direct clients to third-party investment advisors.
Assets Under Management$62M
Clients25
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$62M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.70% |
| $25M+ | 0.50% |
Fees are negotiable. B Side Partners may direct clients to Focus Point Solutions or Coast Bridge Capital, which also have fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...