B.A.M. Digital
WHY YOU SHOULD INVEST INVESTMENT PHILOSOPHY PORTFOLIOS STRATEGIC ALLIANCES FAQ
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You Just Pay a Simple Annual Fee
  • No Trading Fees
  • No Rebalancing Fees
  • No Changing Portfolios Fees
For the first $100,000 = 1.85% per yearThen, from $100,001 to $200,000 = 1.75% per yearThen, from $200,001 to $300,000 = 1.50% per yearThen, from $300,001 to $1 million = 1.25% per yearAnd then, from $1million plus = 1% per year

For example, a client deposits 1.5 million dollars, the fee for this client is calculated as follows:

Group From To %Fee USD USD Fee
1 0 100,000 1.85% 100,000 1,850
2 100,001 200,000 1.75% 100,000 1,750
3 200,001 300,000 1.50% 100,000 1,500
4 300,001 1,000,000 1.25% 700,000 8,750
5 1,000,001 1.00% 500,000 5,000
Total 1.26% 1,500,00 18,850

The total customer fee would be $ 18,850 during the year and weighted against its assets would be 1.26%

Fees are automatically calculated and deducted monthly form the account by Interactive Brokers.