BMO Family Office, LLC
Assets Under Management
$8.1B
Number of Clients
67
Number of Advisors
7
Average Client AUM
$121.3M
AUM per Advisor
$1.2B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BMO Family Office, LLC provides discretionary investment management, non-discretionary investment advisory services, and family wealth strategies. They design investment policy statements, select investments, and monitor portfolio performance. They manage client accounts based on investment objectives, risk tolerance, and other relevant criteria, diversifying across asset classes.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $30.0M | 0.60% |
| $30.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $200.0M | 0.25% |
| $200.0M - $300.0M | 0.20% |
| $300.0M - $400.0M | 0.15% |
| $400.0M - $500.0M | 0.10% |
| $500.0M - $750.0M | 0.05% |
| $750.0M - $1000.0M | 0.03% |
| $1000M+ | 0.03% |
Fees are negotiable.
Fee Estimator
Discretionary investment management fees are based on the market value of assets under management, invoiced either as a retainer (negotiated monthly or quarterly) or as a percentage of assets (paid quarterly in arrears). The minimum discretionary investment management account size is $30 million, with a corresponding annual minimum fee of $150,000, though this may be waived. Non-discretionary advisory fees are also invoiced either as a retainer or percentage of assets, with the percentage typically not exceeding 1.5% of assets under advisement. The minimum non-discretionary investment advisory account size is $100 million with a corresponding annual minimum fee of $250,000, though this may be waived. Fees are negotiable.
Areas of Practice
Location
320 South Canal Street, Floor 12, Chicago, IL, 60606