| How I Work Leveraging the latest fact-based investment research as taught by top business schools and supported by Nobel-prize winning economists with a foundation in the efficient markets hypothesis, Bickford Investment Management Services helps clients: • Set individualized investment goals • Analyze their current position • Design a broadly-diversified, scientifically constructed portfolio for an optimum risk/reward ratio • Implement, monitor and supervise the portfolio |
Fees
Hourly consulting is offered at $150/hour.
Fully-managed investment portfolios are managed on an annual-fee
basis with a $1-million (typical) household minimum:
• First $1,000,000 at 0.6% per year (0.15% per quarter)*
• Next $1,000,000 at 0.32% per year (0.08% per quarter)*
• Next $3,000,000 at 0.18% per year (0.045% per quarter)*
• Next $5,000,000 at 0.11% per year (0.0275% per quarter)*
• Subsequent amounts at 0.08% per year (0.02% per quarter)*
*Less than half the fee of the average investment advisor according to
Money Magazine
Hourly consulting is offered at $150/hour.
Fully-managed investment portfolios are managed on an annual-fee
basis with a $1-million (typical) household minimum:
• First $1,000,000 at 0.6% per year (0.15% per quarter)*
• Next $1,000,000 at 0.32% per year (0.08% per quarter)*
• Next $3,000,000 at 0.18% per year (0.045% per quarter)*
• Next $5,000,000 at 0.11% per year (0.0275% per quarter)*
• Subsequent amounts at 0.08% per year (0.02% per quarter)*
*Less than half the fee of the average investment advisor according to
Money Magazine
Copyright © 2008, Joel D. Bickford, All Rights Reserved
Updated January 2008 by JFB
Updated January 2008 by JFB
| Bickford Investment Management Services |