Barnes Wealth Management Group (BWMG) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, pension and profit sharing plans, and other businesses. BWMG provides continuous portfolio management, tailored to meet client needs and investment objectives. They may recommend a third-party adviser, CWM, LLC, to manage some or all of your assets. BWMG also offers financial planning services covering retirement, education, estate planning, and insurance needs.
Assets Under Management$410M
Clients833
Advisors7
Avg. per Client$490K
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Advisory fee is negotiable depending on individual client circumstances. At BWMG's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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