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Bespoke Investment Group Review

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Bespoke Investment Group

Bespoke Investment Group LLC

Bespoke Investment Group LLC is a wealth management and research firm that provides investors with equities and exchange-traded fund (ETF) solutions. Its financial advisors also provide market research and analytical tools to help them make better investing decisions. 

Bespoke Investment Group Background

Bespoke Investment has been in operation since 2007. It was founded by current principal owners Paul Hickey and Justin Walters. Today, the firm oversees more than $26 million in assets. It’s based in Harrison, New York. 

What Types of Clients Does Bespoke Investment Group Accept? 

Bespoke Investment works exclusively with individual investors. According to documents it recently filed with the Securities and Exchange Commission (SEC), the firm works with about as many high-net-worth individuals as investors outside that scope. 

Bespoke Investment Group Minimum Account Size

To establish an investment advisory relationship with Bespoke Investment, the firm requires a minimum account size of $200,000. The firm, though, may make exceptions at its discretion. 

Services Offered by Bespoke Investment Group 

Bespoke Investment offers two types of investment supervisory services to its clients. One invests solely in ETFs. The other involves equities and ETFs. The firm aims to tailor portfolios to the needs of each individual client. So it would determine asset-allocation strategies based on personal factors such as the client’s risk tolerance and investment goals. Bespoke Investment allows clients to place restrictions on investing in certain securities. 

In addition, the firm provides investors with market research and analytical tools. These are available on a subscription basis. Features may include trend analyzers, chart scanners and interactive model portfolio builders. 

Bespoke Investment Group Philosophy

Bespoke Investment focuses on the performance of equities and ETFs. When evaluating securities and building portfolios, the firm may employ various strategies. These may include charting, fundamental, technical and cyclical analysis. The firm’s main research sources include financial media, inspections of corporate activities and third-party market research. 

Fees Under Bespoke Investment Group 

Bespoke Investment charges annual management fees as a percentage of total account value. For the equities and ETF service, the annual fee is 1.25%. For the all-ETF supervisory service, the annual fee is 0.75%. 

What to Watch Out For

Bespoke Investment focuses on equities and ETFs only. So those looking to diversify their investments with other asset classes, may want to work with a different firm. You can use our financial advisor matching tool to find a suitable one in your area. 

Bespoke Investment Group Disclosures

According to its SEC filings, Bespoke Investment had no disciplinary or legal actions in the last 10 years to report. For the latest information, access its Form ADV on the SEC website. 

Opening an Account With Bespoke Investment Group 

To contact the firm, call (914) 315-1248 or send a message via its site at https://www.bespokepremium.com/about-us/. 

Where Is Bespoke Investment Group Located?

Bespoke Investment currently is located at the following address:

105 Calvert Street
Harrison, New York 10528.

All information was accurate as of the writing of this article.

Tips On Boosting Your Investments 

  • Bespoke Investment’s money management strategies are limited to certain types of asset classes. If you want more diversification in your portfolio, SmartAsset’s financial advisor matching tool can help you find a professional who is a better fit. Based on your answers to a few questions about your financial goals, the tool connects you with up to three local advisors. You can evaluate their profiles and review their qualifications before deciding to work with one. 
  • If you’re curious about what the returns on your current investment strategies may look like down the road, use our investment calculator. It does the math, taking into account how much you invest (initially and annually), the rate of return you can expect and the number of years your money has to grow. Additionally, our capital gains calculator can help you visualize the tax hit you’ll take when you sell stocks, given your income, tax deductions and city and state tax rates. 

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research