BSW Wealth Partners offers financial planning and investment management services to individuals, families, and business owners. Services include wealth planning, tax and estate planning coordination, diversification planning, charitable gifting strategies, employee stock options, business/exit/pre-liquidity planning, and specialized planning (cash flow, college, retirement, debt, and philanthropic). BSW also offers executive financial advising and non-fiduciary 401(k) consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For Wealth Management and Private Clients. Family Office clients pay 0.65% on the first $10M, 0.35% on the next $40M, and 0.15% over $50M. Institutional clients typically pay 0.50% on the first $50M and 0.35% thereafter. Clients engaging BSW for visionary impact investing (also referred to as a Custom Impact Mandate) typically pay a fixed fee of $12,500 per quarter plus an asset-based fee at the annual rate of 1.00% on the total value of the portfolio; upon completion of the mandate commitment period, clients pay an asset-based fee at the annual rate of 1.00% on the total value of the custom impact portfolio. All fees are subject to negotiation.