Barbara J. Bouchey Asset Management (BAM) offers financial planning and investment management services to individuals and high-net-worth individuals. BAM uses SEI's asset allocation models for investment management, and clients can incorporate existing holdings. Financial planning fees are charged on a fixed or hourly basis. BAM also provides non-investment consulting services such as estate and tax planning.
Assets Under Management$51M
Clients73
Advisors1
Avg. per Client$690K
Avg. per Advisor$51M
www.barbarabouchey.com ·www.linkedin.com/in/barbara-bouchey-95736a5 ·www.facebook.com/p/barbara-j-bouchey-asset-mgmt...
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7M+ | 0.50% |
Portfolios less than $1,000,000 have an annual administrative fee of .25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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