B Side Partners operates as a boutique multi-family office designed to simplify wealth management for ultra-high-net-worth individuals, business owners, entrepreneurs, and athletes. B Side Partners offers a broad range of services, acting as a central hub for legal, investment, insurance, tax, and lifestyle management needs. In the area of wealth management, B Side Partners creates tailored financial plans, determines asset allocation, and monitors investment progress. For investment portfolios, B Side Partners builds strategies using fundamental and technical analysis, managing accounts on both discretionary and non-discretionary bases. Additionally, B Side Partners can direct clients to third-party investment managers like Focus Point Solutions and Coast Bridge Capital when appropriate. B Side Partners recommends Charles Schwab & Co. for brokerage and custody services.
Fee Structure
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.