How much do I need to get started?
$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.
What are the fees?
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.
Ok, what about the hidden fees?
No hidden fees, we are extremely transparent on fees and performance.
Who would not be a good fit?
Someone who constantly wants to “beat the market” or overly focused on investment returns - will likely not be a good fit.
Why pay someone like you when I can just invest myself?
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.
What does the initial call look like?
Getting to know each other and understanding what’s important to you.
How much contact should I expect?
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.
Who’s holding my money?
Your money is held with Charles Schwab at all times. You will have full online access and a mobile app to access your accounts.
What happens if I have to pull money out?
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.
Do you work internationally?
Have you ever been disciplined for any unlawful or unethical actions in your professional career?
No. Integrity is Value #1.
