Bischoff Wealth Management Group (BWMG) offers wealth management services including financial planning, consulting, and investment management. BWMG manages client assets primarily through mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. They may also recommend investments in privately placed securities for accredited investors. BWMG tailors its services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Clients are advised to promptly notify BWMG of any changes to their financial situation.
Fee Structure
Bischoff Wealth Management Group's wealth management fee is based on a percentage of your portfolio's value, ranging from 0.20% to 1.50% per year. The exact percentage depends on the size of your portfolio and the services you receive. The fee is calculated quarterly, in advance, based on the average daily value of your portfolio during the previous quarter. Bischoff Wealth Management Group may negotiate a lower fee based on factors such as anticipated future earning capacity or the amount of assets to be managed.