BSW Wealth Partners is a registered investment advisor founded in 1992, operating as a public benefit corporation. BSW Wealth Partners provides comprehensive wealth management, custom investment portfolios, and financial planning services to individuals, families, business owners, and corporate executives. Their services cover a wide range of needs, including retirement planning, tax and estate planning coordination, diversification planning for concentrated stock positions, charitable gifting strategies, impact investing, and executive financial consulting. BSW Wealth Partners manages portfolios on both a discretionary and non-discretionary basis, tailoring strategies to each client's specific goals, time horizon, and risk tolerance.
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% |
Schedule reflects Wealth Management and Private Client rates. Family Office, Institutional, and Custom Impact Mandates have different fee schedules. All fees are negotiable and subject to minimum quarterly fee requirements.