BigSur Wealth Management offers investment advice and consulting services to high net worth individuals, trusts, corporations, single family offices, and pooled investment vehicles. Services include portfolio management, consulting, and family office services such as managing real estate, business entities, and selecting outside consultants. BigSur manages accounts on a discretionary or non-discretionary basis, and may allocate assets among third-party investment advisors.
Fee Structure
BigSur Wealth Management's fees for managing or consulting on your investments are based on a percentage of the assets. This typically ranges from 0.50% to 1.25% annually, depending on the complexity of your portfolio. While there is no strict account minimum, BigSur recommends maintaining an account balance of $20,000,000 or more. The minimum annual fee is $20,000 for the entire relationship, though lower fees may be accepted. In some cases, BigSur may also charge an incentive fee of up to 20% of your account's performance above a certain threshold.