BPP Wealth Solutions offers financial planning and investment management services to individuals, families, and businesses. Financial planning covers areas like retirement, estate, and tax planning. For investment management, BPP primarily uses independent investment managers to manage client assets, but may also use mutual funds, exchange-traded funds, and individual securities. BPP works with clients to determine their risk tolerance and investment goals.
Fee Structure
BPP Wealth Solutions manages investments for an annual fee based on the amount of your portfolio. The fee ranges from 0.75% to 1.55% per year, depending on the size of your portfolio and the services you receive. Fees are charged quarterly, in advance, based on the value of your portfolio at the end of the previous quarter. If you end the agreement, you'll receive a refund for any unearned fees you've already paid. Fees are negotiable.