Bastion Fiduciary, LLC is a registered investment advisor that manages investment portfolios and provides financial planning services. Bastion Fiduciary works with clients to understand their financial goals and risk tolerance, then recommends a diversified portfolio. They also offer financial planning on an hourly, project, or ongoing basis, covering topics like retirement, estate planning, and tax strategies. Bastion Fiduciary tailors its advice to each client's individual needs and allows clients to place reasonable restrictions on their investments.
Assets Under Management$150M
Clients236
Advisors6
Avg. per Client$620K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Annual advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
