Bristol Group Inc

CRD#105087
Investment Advisor Firm

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Overview

Bristol Group Inc operates as an advisory company that has its headquarters in San Francisco, California. The firm controls $2.6 billion in assets under management throughout six client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). It has a small group, including 5 financial advisors. Bristol Group Inc does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as bonds, options and stocks.

Bristol Group Inc manages four of the company's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction choices for the client's account without needing to seek the customer's approval. The firm also manages two non-discretionary accounts with a total of $878.9 million in assets. The firm administers an average of $435.0 million for every account. The average advisor at Bristol Group Inc oversees around one client account, placing it among the most personalized firms in the country.

Bristol Group Inc’s headquarters is at 350 Sansome Street, San Francisco, California 94104. It is legally registered to serve customers in the state of California.

Assets Under Management

$2.6 billion

Number of Advisors

5

Disclosures

No

Office Location

350 Sansome Street
San Francisco, CA 94104

Bristol Group Inc by the Numbers

Total Assets Under Management

$2.6 billion

National Average: $9.0 billion
Total Number of Employees

16

National Average: 71,771
Total Number of Accounts

6

National Average: 4,329
Average Account Size

$435.0 million

National Average: $2.1 million

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Fee Structure

A financial advisor's fees vary depending on which services the firm provides the client. However, fee types billed by the firm can be comprised of any combination of the following fee types: fixed, performance-based or other. Bristol Group Inc does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 33% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 70% of firms that offer this fee type

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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Types of Clients

Bristol Group Inc provides services to pooled investment vehicles and pension plans. Out of its six customers, Bristol Group Inc's largest client type by number of accounts is pooled investment vehicles. None of the company's clients are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Bristol Group Inc does not have any disclosures.

Please visit its Form ADV for more details.

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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