Assets Under Management (AUM) Model

Private Wealth Management

We charge a certain percentage of assets under management. This wrap fee includes full access to Bamboo on an ongoing basis, financial planning, college planning, retirement planning, and more! This is a popular option with asset management firms, but other forms of compensation are available. AUM is the total market value of your money that is being managed by an investor, in this case, Bamboo Investment Management. This value fluctuates daily, reflecting the flow of money in and out of a particular fund and the price performance of the assets.

As independent advisors we have access to thousands of mutual funds, ETFs, and alternative investments. Free from the constraint of proprietary products and investment banking relationships, we are able to work with our clients to determine which investment options are best suited for their unique financial situation.

Fees are charged based on chart below:

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.

If you are investing through us with Charles Schwab, click below!

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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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