Bearing Financial Advisors offers investment management services designed to meet client objectives, including risk management and tax-aware strategies. They invest in various asset classes using stocks, bonds, ETFs, and investment funds. They also offer financial planning and consulting services through the Skiff Plan and Sloop Plan, which help clients understand their financial situation and clarify their goals. These plans can be offered on a project or flat-fee basis.
Assets Under Management$89M
Clients133
Advisors3
Avg. per Client$670K
Avg. per Advisor$30M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Bearing Financial Advisors charges a percentage of the total value of your portfolio for investment management. The exact percentage is negotiated with each client.
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