Bagby Wealth Management offers investment management, financial advice, and investment advice through several programs. These include Tactical Investment Management (TIM), Strategic Investment Management (SIM), and various advisory programs. Bagby analyzes clients' financial situations to recommend suitable programs and investments, always acting in the client's best interest. They do not have custody of client funds.
Fee Structure
Bagby Wealth Management offers several investment management programs with different fee structures:
- Tactical Investment Management (TIM): 1.00% annually on accounts up to $4,999,999.99, and 0.50% on amounts $5,000,000 and above. Enrollment in either the Basic or Comprehensive Program is also required.
- Strategic Investment Management (SIM): Fees are based on the Investment Advisory Fee Schedule (same as Comprehensive Investment Advisory Program).
Fees are calculated quarterly and deducted from your account by the custodian. In addition to the advisory fee, SEI charges a fee of $15.00 per quarter for each account less than $50,000.00, and an account termination fee of $75.00.