Balai Lagai Wealth Management (BLWML) offers portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. BLWML creates an Investment Policy Statement for each client. BLWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements, although BLWML primarily recommends equities. BLWML requires discretionary authority to select securities and execute transactions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.