Assets Under Management
$285.2M
Number of Clients
278
Number of Advisors
2
Average Client AUM
$1.0M
AUM per Advisor
$142.6M
Compensation
Fee-Only (AUM)
Bernzott Capital Advisors, founded in 1994, is an independent money manager delivering balanced investment management services. They identify resilient companies with transparent financials and proven management, buying them at attractive prices. Client assets are held in separately managed accounts by a qualified custodian. They also offer advisory services to retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable in special circumstances.
1200 Paseo Camarillo, Suite 180, Camarillo, CA, 93010