Beaumont Asset Management (BAM) offers investment advice and manages portfolios for individuals, families, and retirement plans. BAM creates investment strategies based on your goals, risk tolerance, and financial situation. BAM also offers financial planning and consulting services, ranging from comprehensive plans to single-subject advice. BAM requires discretionary authority to manage client accounts.
Assets Under Management$370M
Clients219
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$120M
www.beaumontasset.com ·www.facebook.com/beaumontassetmanagement ·www.linkedin.com/company/beaumont-asset-managem...
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
The firm may negotiate a fixed percentage of assets fee not to exceed 1% of the portfolio balance. We may house-hold accounts to secure lower fees, which may extend to related clients not part of the same house-hold but are family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...