Bancroft Booth Capital Advisors provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Bancroft offers ongoing asset management services, financial planning, and seminars/workshops. Investment strategies are tailored to each client's goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable based upon certain criteria. For Qualified Clients only, Bancroft offers performance-based fees, either 20% of return above a 10% return or 20% of returns beyond the S&P 500 benchmark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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