Bollinger Wealth Management (BWM) offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. BWM creates an Investment Policy Statement for each client. BWM also provides ongoing financial planning services, including investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. BWM may also provide personal tax return preparation services as a premium service.
Assets Under Management$15M
Clients13
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$15M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.45% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.35% |
| $2M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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