Services
How we are Compensated
At Bahr Investment Group we have designed our firm in such a way to offer portfolio management on a fee basis. Our fee is based on the assets you have entrusted to us to manage and is fully disclosed at the beginning of our relationship.
You pay “as you go” with no retainers or planning fees upfront. Our clients tell us they appreciate this and find this gives them comfort in knowing we truly have a vested interest in maximizing their returns and building close and long lasting relationships. We still are working with clients that joined us in our very first year in the business in 1980.
Helping our clients through the planning process is as essential for us as it is for them. At this time, we do not charge our clients an additional fee for our special LIFE Process ™ or comprehensive planning services. We feel that it’s a critical part of our process and is what makes us different than most.
Occasionally, the asset management proposal may recommend investments that are sold by prospectus. On those investments, Bahr Investment Group would not charge a management fee to a client but is compensated directly by the investment or insurance company via a fee that is internal to the cost of the investment (12b-1 fees may apply).
Successful investment planning is a continual process that requires fine-tuning to get the most out of the changes and opportunities throughout your life. If you would like to learn more about our unique LIFE Process ™ and the range of services we offer, please call us at 1-800-200-8198 or contact us.
