B.E.S.T. Wealth Management provides investment advice and creates financial plans for individuals, businesses, and retirement plans. B.E.S.T. focuses on academic research rather than market predictions. They construct portfolios using exchange-traded funds and mutual funds. B.E.S.T. also offers tax preparation services.
Assets Under Management$54M
Clients121
Advisors2
Avg. per Client$450K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $12.0M | 0.65% |
| $12.0M - $14.0M | 0.60% |
| $14M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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