Advisor at Bolthouse Investment Management Services
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Firm
Bolthouse Investment Management Services
Location
Wichita, KS
Credentials
CFA®, Series 65
Industry experience
12 years
Brad Jantz is a CFA® charterholder with 12 years of industry experience. He is currently with Bolthouse Investment Management Services, where he has worked since 2021, following an 11-year tenure at Berexco LLC. Outside of his advisory role, he serves as an adjunct professor at Liberty University, teaching five hours per month. Bolthouse Investment Management Services provides discretionary investment management and financial consulting to individuals, trusts, retirement plans, charitable organizations, and institutional clients. The firm manages proprietary private equity and fixed-income funds for accredited investors and constructs diversified portfolios tailored to clients’ objectives, combining third-party managers, mutual funds, ETFs, and individual securities with ongoing oversight.
Based on Bolthouse Investment Management Services
Based on Bolthouse Investment Management Services
$0 - $5,000,000: 0.50% per annum $5,000,001 - $20,000,000: 0.40% per annum $20,000,001+: 0.35% per annum
Consulting services at hourly rates negotiated at the time of engagement; rates vary depending on client circumstances.
Account minimum: $500,000 Fee-only: Investment management fees charged as a percentage of assets under management according to tiered schedule; consulting services offered at negotiated hourly rates.
Wichita, KS
California · Kansas
Bolthouse Investment Management Services
2021 - Present (5 years)
Berexco LLC
2010 - 2021 (11 years)
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