Briarcliff Manor Wealth Advisors (BMWA) manages investment accounts and offers financial plans. BMWA determines clients' financial goals, prepares investment policy statements, establishes brokerage accounts, constructs investment portfolios, and supervises accounts. BMWA invests primarily in exchange-traded funds (ETFs) and exchange-traded options. BMWA also offers personal financial plans, encouraging all advisory clients to develop a comprehensive plan.
Assets Under Management$840K
Clients3
Advisors1
Avg. per Client$280K
Avg. per Advisor$840K
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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