Banorte Asset Management, INC.
Assets Under Management
$336.9M
Number of Clients
691
Number of Advisors
17
Average Client AUM
$487K
AUM per Advisor
$19.8M
Compensation
Fee-Only (AUM)
About This Firm
BAM Digital is an online platform offering investment management services through a sub-advisor, BCP Global. It uses a technology-driven approach based on client profiles and preferences. Clients open accounts with Interactive Brokers. The platform offers model portfolios constructed by BlackRock.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $200K | 1.75% |
| $200K - $300K | 1.50% |
| $300K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
You'll be charged an advisory fee monthly, based on the total value of assets under management. The fee is calculated daily. For example, an account with $500,000 in AUM will have fees calculated as: 1.85% on the first $100,000, 1.75% on the next $100,000, 1.50% on the next $100,00, and 1.25% on the remaining $200,000. Commissions for trade execution are absorbed by BCP Global.
Areas of Practice
Location
5075 Westheimer, Suite 975W, Houston, TX, 77056