Bavarian Wealth Management offers investment advice to individuals, pension plans, trusts, estates, charities, corporations, and other business entities. When managing your investments, Bavarian Wealth Management considers your financial situation, risk tolerance, and investment goals. The firm's services are provided by licensed Investment Adviser Representatives.
Assets Under Management$20M
Clients119
Advisors1
Avg. per Client$170K
Avg. per Advisor$20M
www.bavarianwealthmanagement.com ·www.facebook.com/anthony.dinatale.338 ·www.facebook.com/bavarian-wealth-management-inc...
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1000K | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
All fees are negotiable at our sole discretion and may vary.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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