Boracchia Wiviott Wealth Partners (BWWP) offers ongoing portfolio management based on individual client goals and risk tolerance. They also provide pension consulting services and financial planning, which may include investment, insurance, tax, retirement, college, and debt planning. BWWP generally limits its investment advice to listed stocks, bonds, options, mutual funds, and other securities.
Assets Under Management$23M
Clients23
Advisors2
Avg. per Client$980K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 2.00% |
| $1.0M - $1.5M | 2.00% |
| $1.5M - $2.0M | 2.00% |
| $2.0M - $2.5M | 2.00% |
| $2.5M - $3.0M | 2.00% |
| $3.0M - $3.5M | 2.00% |
| $3.5M - $4.5M | 2.00% |
| $4.5M - $5.5M | 2.00% |
| $5.5M - $6.5M | 2.00% |
| $6.5M - $7.5M | 2.00% |
| $7.5M - $8.0M | 2.00% |
| $8M+ | 2.00% |
Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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