| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
The Wrap Fee is negotiable, depending upon various factors, including but not limited to the size of your account, the amount of trading in your account, the services to be provided to your account by BPWA, and related-party assets advised or managed by BPWA.
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Learn about disclosures →Moshe is a managing member of ML Compliance Consulting LLC, which provides compliance consulting services. This activity is not investment-related.