Bortolussi Wealth Management (BWM) offers investment advice and financial planning services. BWM works with individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. BWM creates customized investment strategies based on client goals, risk tolerance, and financial situations. BWM may manage accounts internally or through an online investment platform.
Assets Under Management$69M
Clients85
Advisors4
Avg. per Client$810K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Minimum annual fee of $100 per account. Clients using Betterment Institutional platform pay 0.50% to BWM plus 0.25% to Betterment.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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