BMSS Wesson Wealth Solutions (BWWS) provides investment advice, financial planning, and wealth management. BWWS works with clients to understand their values, objectives, and risk tolerance to develop tailored investment policies. BWWS may refer clients to its parent company, BMSS LLC, for business consulting, tax, and estate planning services. BWWS also offers Life Impact Stewardship Planning, trust services, and held-away account management.
Assets Under Management$580M
Clients231
Advisors8
Avg. per Client$2.5M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation at BWWS’s sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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