Bespoke Capital Advisors (BCA) provides investment management and financial planning services. For investment management, BCA works with clients to determine their goals, risk tolerance, and time horizon, then creates a suitable investment strategy. Financial planning covers topics like retirement, cash flow, and estate preservation. Clients have the final say on implementing any recommendations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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