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Bespoke Investment Group Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Bespoke Investment Group 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.  

Bespoke Client Types and Minimum Account Sizes

Bespoke Investment works exclusively with non-high-net-worth and high-net-worth individuals

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 clients an annual management fee of 0.80% as a percentage of total account value. Fees are negotiable, though.

What to Watch Out For

According to its SEC filings, Bespoke Investment Group has no disclosures on its record.

Opening an Account With Bespoke Investment Group 

To contact the firm, call (914) 315-1248 or send a message via its site.

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

Investing Tips 

  • A financial advisor can help you maximize your investment portfolio. Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
  • 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 Long $1mm 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.

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

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

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%. 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