BGW Wealth Advisors offers continuous investment supervisory services, primarily advising on equities, fixed income, mutual funds, and ETFs. They work with clients to determine investment objectives and risk tolerance, offering both discretionary and non-discretionary advisory programs. BGW also provides financial planning services covering areas like retirement, insurance, tax, and estate management. Financial planning is offered for a flat monthly or one-time fee.
Assets Under Management$32M
Clients331
AdvisorsN/A
Avg. per Client$97K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.8M | 1.10% |
| $1.8M - $4.3M | 0.95% |
| $4.3M - $8.0M | 0.75% |
| $8.0M - $13.5M | 0.55% |
| $13.5M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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