Bannerman Wealth Management Group offers investment management based on your financial situation and goals. They also provide financial planning, which is generally included with investment management. This planning covers areas like retirement, risk management, college savings, and estate planning. Bannerman primarily uses Dimensional Fund Advisors' funds as the core of their model portfolios. They also offer pension consulting services to retirement plans.
Fee Structure
Bannerman Wealth Management Group charges an annual fee based on the value of your portfolio, ranging from 0.30% to 1.00%. The specific rate is negotiated and depends on factors like account size and complexity. For retirement plans subject to federal retirement plan rules, the fee ranges up to 0.50% annually.
If your portfolio is less than $750,000, you'll pay a flat monthly fee of $400 plus the asset-based fee, subject to a minimum quarterly fee of $600. If your portfolio is $750,000 or more, you'll pay the greater of the asset-based fee or $2,500 per quarter.