Botamer Financial provides financial planning and investment advice to individuals and businesses. Services are offered on a fee-only basis, meaning Botamer Financial doesn't receive commissions for recommending any security, insurance, or other financial product. Services include asset management with portfolio performance reporting and comprehensive financial planning covering investments, retirement, estate, charitable giving, education, and insurance.
Assets Under Management$1.5M
Clients16
Advisors1
Avg. per Client$94K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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