Bloch Private Wealth offers comprehensive wealth management services, including tax compliance and consulting, risk management and insurance review, estate planning, retirement planning, education planning, succession planning, cash management, and financial planning. Investment advisory services are offered through managed account programs.
Fee Structure
Bloch Private Wealth offers investment advisory services through three Managed Account Programs (MAP): Silver, Gold, and Platinum. The annual program fees are:
- Silver: 1.50%
- Gold: 2.00%
- Platinum: 2.50%
A minimum of $100,000 is required to enroll in a MAP, and the minimum annual program fee is $5,000 for Silver and Gold, and $10,000 for Platinum. Fees are calculated based on the market value of the account at the end of each quarter and are charged quarterly in advance.