Brown Edwards Wealth Strategies (BEWS) manages investment portfolios for individuals, retirement plans, trusts, charities, corporations, and small businesses. BEWS works with clients to determine their investment goals and risk tolerance, then designs a written investment policy. BEWS primarily recommends portfolios of passively managed mutual funds and exchange-traded funds (ETFs). BEWS can also provide financial planning services on topics like tax planning, retirement planning, and insurance analysis at no additional cost.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
All accounts for members of the client’s household (i.e., husband, wife, and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Fees and account minimums may be negotiable under certain circumstances.