BW & Associates, Inc. offers investment management services, providing ongoing advice on investments. Recommendations are based on each client's individual objectives, risk tolerance, and financial situation. BW & Associates also provides financial planning and consulting services to advisory clients on a complimentary basis, covering areas like cash flow, tax considerations, insurance, retirement, and education planning.
Assets Under Management$690M
Clients529
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$350M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4M+ | 0.75% |
Fees are negotiable. Certain legacy clients have lower fees or a flat percentage fee. The ETF strategy also has fees ranging from 0.75% to 1.25%, negotiated with each new client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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