(US citizens living in the US, please Start Here)
If you are a French citizen working in the US or an American planning to retire in France, Bristlecone is well-positioned to help with your France/USA cross-border investment management and financial planning needs.
From our launch in 2004, Bristlecone has always worked, in California and across the United States, with clients from different countries and backgrounds who moved here in search of better opportunities.
Managing your money when you're French and residing in the United States is a complex task with a very steep learning curve!
Many Questions Arise:
- IRAs, Roth IRAs, 401 (k), 403 (b), ESPP, etc. What do these terms mean?
- Which of these options are available to French expats or Green card holders?
- How do you prepare for your retirement between France and the United States?
- In what currency should your investments be held?
- How do you minimize your portfolio’s taxes in the United States and France?
The Good News:
These are some of the questions that we answer in collaboration with accountants and lawyers well-versed in cross-border issues.
Whether you are a do-it-yourself investor, or currently work with a financial advisor and just want a second opinion, we invite you to learn more about Bristlecone and see how we help you on your journey.
Planning to Retire in France?
Proper planning requires an in-depth and bilingual expertise in the financial environment of both countries, and an awareness of related tax and legal issues.
Whether you are a French citizen currently working in the United States, or an American planning to enjoy “la douceur de vivre,” we will inform and help you make the ideal decisions about your money.
Your French American Financial Advisor
Jean-Luc Nouzille, CFA is a co-founder of Bristlecone Value Partners who moved to the United States in 1991. From his formative years at JP Morgan trading foreign exchange to managing US and international equity portfolios at CIBC Oppenheimer for individuals and institutions, his years of professional experience and personal background give him a unique perspective in helping French and American citizens with cross-border financial advice needs.
Fee Schedule
| Assets Under Management (AUM) | Annual Fee* |
|---|---|
Up to $500,000 |
1.00% |
Next $500,000 |
0.85% |
Next $500,000 |
0.70% |
Next $1,000,000 |
0.50% |
Next $2,500,000 |
0.30% |
Assets over $5 million |
0.15% |
* Accounts prior to the effective date of this fee schedule may pay more or less for the same advisory services. Fees are subject to change at our discretion with advance notification. Charitable organizations have a separate, discounted fee schedule. Lower fees for comparable advisory services may be available from other sources.
Average Annual Fee as % of $ Million