Assets Under Management
$800.5M
Number of Clients
320
Number of Advisors
6
Average Client AUM
$2.5M
AUM per Advisor
$133.4M
Compensation
Fee-Only (AUM)
BDW Capital provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They also offer Family Office and Wealth Planning Services designed to help clients organize their financial situation and plan for wealth transfer.
2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738