BostonPremier Wealth (BPW) provides financial planning and investment management services. BPW offers various programs to accommodate different investment philosophies and goals. These include financial planning, wealth management consulting, retirement plan consulting, and asset management programs like PPS Custom, PPS Select, and PPS Direct. BPW may refer clients to other specialists like accountants or attorneys. BPW is responsible for the suitability of the investment advice provided.
Fee Structure
BPW offers investment management services through various programs, each with its own fee structure. The maximum annual fee that BPW charges for investment management is 1.75% of the value of your portfolio. The exact fee you pay will depend on the specific program you choose and the amount you invest. These fees are negotiable. Some programs also have additional transaction charges.