Assets Under Management
$1.7B
Number of Clients
253
Number of Advisors
21
Average Client AUM
$6.6M
AUM per Advisor
$79.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
BWM offers discretionary and non-discretionary investment advisory services tailored to clients' objectives. They manage accounts through internal portfolio managers and may recommend external managers. BWM also manages private funds and provides consulting services to unaffiliated advisors. Additional services include financial planning and consolidated portfolio reporting.
333 SE 2nd Ave, Suite 3950, Miami, FL, 33131