Data sourced from SEC Form ADV filed September 29, 2025
Overview
Total Firm Assets
$257 million
Average High-Net-Worth Client Portfolio Size
$2.7 million
Stated Minimum Account Size
$500,000
Fee Disclosure
Source: ADV PART II BROCHURE SEPTEMBER 2025 (2025-09-29)
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Min
Max
Disclosed Annual Rate
$0
$1,000,000
1.40%
$1,000,001
$5,000,000
1.20%
$5,000,001
$10,000,000
1.00%
$10,000,001
$20,000,000
0.80%
$20,000,001
and above
0.60%
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$14,000
1.40%
$5 million
$62,000
1.24%
$10 million
$112,000
1.12%
$50 million
$372,000
0.74%
$100 million
$672,000
0.67%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
58.93%
Number of High-Net-Worth Clients
56
Total Client Accounts
202
Discretionary Accounts
56
Non-Discretionary Accounts
146
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
SEC CRD Number
120715
ADV PART II BROCHURE SEPTEMBER 2025 (2025-09-29)
(fee schedule source)
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Bias Investors's Form ADV discloses 1.40% on the first $1 million, 1.20% on the next $4 million, 1.00% on the next $5 million, 0.80% on the next $10 million, and 0.60% on assets above $20 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #120715), Bias Investors is subject to fiduciary duty under federal law.
Bias Investors serves 56 high-net-worth clients according to their SEC filing dated September 29, 2025. View client details ↓
According to their SEC Form ADV, Bias Investors offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Bias Investors manages $257 million in client assets according to their SEC filing dated September 29, 2025.
According to their SEC Form ADV, Bias Investors serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓