Block Wealth Management (BWM) provides financial planning, investment advisory, and portfolio tracking services to individuals, high-net-worth individuals, trusts, estates, and retirement plans. BWM creates customized portfolios based on individual risk tolerance and goals, using equities, fixed income, and cash management instruments. BWM also offers fiduciary services to retirement plan sponsors.
Assets Under Management$190M
Clients80
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for clients with assets under management of $3,000,000 or more.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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