Bat Financial Services is a registered investment advisor located in Austin, Texas, offering tailored financial planning and investment advisory services. The firm builds passive investment portfolios primarily using index mutual funds and exchange-traded funds, focusing on low costs, minimal trading, and tax efficiency. Services include comprehensive financial planning covering retirement, taxes, estate planning, business consulting, cash flow management, insurance, and risk management. Bat Financial Services operates on a non-discretionary basis, meaning clients must approve all trades before they are executed. The firm serves individuals, high-net-worth individuals, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable at the firm's discretion. Subject to an annual minimum fee of $3,000 for individuals and $3,500 for families.