Bemrose Consulting offers investment management and financial planning services. Investment management is offered on a discretionary basis, where Bemrose makes investment decisions for clients. Financial planning services include full financial plans and consultation services on individual topics. Bemrose also provides ERISA plan services to qualified retirement plans.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable based upon certain criteria. Bemrose also offers a performance-based fee structure for accredited investors, charging 20% of the annual portfolio performance above an agreed-upon benchmark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...