BMSS Wesson Wealth Solutions, LLC offers comprehensive private wealth advisory services, including investment management, financial planning, stewardship planning, and trust services. The firm uses a personalized approach, conducting detailed discovery interviews to understand each client's values, goals, risk tolerance, and time horizon before developing a tailored investment policy. BMSS Wesson Wealth Solutions, LLC collaborates with related entities such as its parent company, an accounting firm, and a registered investment advisor partner to provide integrated tax planning, estate planning, business consulting, and administrative support. Portfolios are constructed primarily using exchange-traded funds, mutual funds, separately managed accounts, and private market assets. The firm also offers values-based and faith-integrated investment strategies for clients who want their portfolios aligned with their beliefs. In addition to portfolio management, BMSS Wesson Wealth Solutions, LLC provides standalone financial planning and consulting projects on a fixed-fee or hourly basis for clients who need specific guidance or do not meet account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fee schedule serves as a general guideline and is subject to negotiation at the firm's discretion. Accounts over $10M are separately negotiated.