Fees and Minimum Investment
Our fees are 1% of assets under management per annum billed quarterly at 0.25%.
There are no sales load or early withdrawal fees.
The minimum account balance to become a client is $250,000. Multiple accounts may be combined to satisfy our minimum requirement.
Clients are encouraged to use Charles Schwab & Company, Inc. as custodian of their assets, which BIMC will manage. Using Schwab, an independent third party, to hold custody of your assets provides an additional level of safety for your assets. We are happy to provide literature detailing Schwab’s role in providing custody services for client accounts.