Bryce Buwick is a registered investment advisor at Buwick Group Wealth Management, LLC, based in Norman, OK. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 157 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
3100 S. Berry Rd., Suite 200B, Norman, OK, 73072
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Buwick Group Wealth Management, LLC
State Registrations1 state
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