Frequently Asked Questions

$0. We do not hold any minimum requirements like traditional wealth management firms do. Regardless of your income or how much assets you have, we believe people at all levels deserve access to high-quality financial guidance.

0.25% fee only applies for being invested into our Institutional Intelligence Portfolios “IIP”. Anything at $50,000 or higher does come with access to Bamboo on an ongoing basis including financial planning and other services.

No hidden fees, we are extremely transparent on fees and performance.

Someone who constantly wants to “beat the market” or overly focused on investment returns - will likely not be a good fit.
You’re absolutely right! There are tons of places where you can get free services on investing. Sometimes it’s just overwhelming what to do, where to do it, how to do it and not get caught up with the noise. Bamboo, just like other investment firms, provides simple and super low cost portfolios where it will invest for you. If you like to invest yourself and believe in Investing in Sustainable Growth and like to invest the same we do, join our Newsletter to gain the inside scoop of our investments.

Getting to know each other and understanding what’s important to you.

It all depends. Some people like to get in contact over their financial plan/investments once a year, semi-annually, quarterly or monthly. It’s important to make you feel comfortable and have a peace of mind throughout the process.  

Your money is held with Charles Schwab at all times. You will have full online access and a mobile app to access your accounts.

You are always in control of your money. You have the option to leave Bamboo at any time. All engagements will be cancelled and any fees will be prorated for the current time period.

Not yet.

No. Integrity is Value #1.

Change Starts with a Single Step

What are you waiting for? It’s time to invest in your future.

Important Notice:


You are now leaving the Bamboo Investment Management website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. 

Schwab is a registered broker-dealer, and is not affiliated with Bamboo Investment Management or any advisor(s) whose name(s) appears on this Website. Bamboo Investment Management is/are independently owned and operated. Schwab has agreements with Bamboo Investment Management under which Schwab provides Bamboo Investment Management with services related to your account. Schwab does not review the Bamboo Investment Management Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Bamboo Investment Management Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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