Beatrice Advisors offers financial planning and portfolio management services to high-net-worth individuals. Financial planning covers areas like estate planning, risk management, budgeting, retirement, education funding, and investment portfolio design. Beatrice manages investment portfolios on a discretionary or non-discretionary basis, updating investment plans as needed. They also partner with tax advisors and estate attorneys to ensure coordinated planning.
Assets Under Management$65M
Clients5
Advisors5
Avg. per Client$13M
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees are negotiable for accounts over $50,000,000. Clients with an inception date on or before December 31, 2025, have grandfathered fee schedules lower than the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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