Brophy Wealth Management offers wealth advisory services based on financial analysis and wealth plans. BWM partners with clients to create, monitor, and adjust a financial plan and investment strategy designed to achieve retirement and other financial life goals. BWM primarily designs and implements investment planning strategies and recommends that the client invest their assets using one or more Independent Managers.
Fee Structure
Brophy Wealth Management provides investment management services for an annual fee based on the value of your investments. This fee generally ranges from 0.75% to 1.25% per year for portfolios valued up to $2 million. For larger portfolios, the fee is negotiable. The total portfolio value may include assets from other members of your household, family, company 401k, or other individuals or institutions that they are connected with. The fee is calculated quarterly.