BPD Wealth Management offers investment management based on individual client objectives. They typically manage accounts with the authority to make trades without asking you first, but can also manage accounts where they need your permission for each trade. BPD Wealth Management also offers financial planning on an hourly basis. They primarily advise on stocks, ETFs and government securities.
Assets Under Management$5.2M
Clients8
Advisors1
Avg. per Client$650K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
BPD Wealth Management charges an annual fee for managing your investments, ranging from 0.50% to 2.00% of your portfolio's value. This fee is calculated at the end of each quarter. The firm may combine the account values of family members living in the same household to determine the applicable advisory fee. Fees may be negotiable in special cases.
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