Bagby Wealth Management offers a range of investment management and financial advisory services, including tactical and strategic portfolio management, basic and comprehensive investment advice, and institutional money management. Bagby Wealth Management builds portfolios using mutual funds, exchange-traded funds, individual securities, and third-party managers. In addition to managing investments, Bagby Wealth Management provides holistic financial planning through its Wealth Management Program—covering retirement, estate planning, tax strategies, cash flow, and business succession—as well as a la carte financial planning services. Bagby Wealth Management works with individuals, high-net-worth families, businesses, and institutional clients, tailoring its approach to each client's specific risk tolerance and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.65% |
| $750K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees calculated on a bracket basis. Different programs have alternative fee schedules, such as the Basic Advisory program (1.50% down to 0.75%) and Tactical Investment Management (1.00% down to 0.50%).