Bearing Point Capital offers personalized financial planning and investment management services to individuals, high net worth individuals, family offices, trusts, estates, private foundations, and corporate entities. Investment advice is customized to each client’s objectives and financial needs. Bearing Point may recommend external money managers. Financial planning services include retirement, education, estate, cash flow, tax planning, and insurance needs analysis.
Assets Under Management$910M
Clients204
Advisors5
Avg. per Client$4.4M
Avg. per Advisor$180M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Bearing Point and the client may choose to negotiate an annual advisory fee that varies from the schedule and range set forth above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...