Batholith LLC offers portfolio management services based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. Batholith also provides financial planning services covering investments, insurance, retirement, college, and debt. Additionally, they offer research and due diligence on physical precious metals. Batholith generally advises on mutual funds, fixed income, insurance products, equities, and ETFs.
Assets Under Management$26K
Clients1
Advisors1
Avg. per Client$26K
Avg. per Advisor$26K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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