Garrett Bybee

Bybee Wealth Management (BWM) offers two investment management fee schedules:

Normal Fee Schedule:

• Up to $99,999: 1.50% per year
• $100,000 - $249,999: 1.25% per year
• $250,000 - $499,999: 1.00% per year
• $500,000 - $749,999: 0.85% per year
• $750,000 and up: 0.70% per year

Optional Fee Schedule While Employed:

• $80,000 - $149,999: $1,200 per year
• $150,000 - $349,999: $2,100 per year
• $350,000 - $624,999: $3,900 per year
• $625,000 - $1,000,000: $5,700 per year
• $1,000,000 – $1,999,999: $7,500 per year
• $2,000,000 and up: $12,000 per year

For the Optional Fee Schedule, total assets under management below $80,000 will have an annual fee of 1.5% that is billed monthly.

All clients at retirement will be switched to the ‘Normal Fee Schedule.’