BW Financial Planning is a fee-only firm providing wealth management, portfolio management, and financial planning services. Wealth management combines investment and financial planning. Portfolio management involves making investment decisions for clients. Financial planning can be ongoing or project-based, covering areas like retirement, taxes, and estate planning. BWFP may recommend third-party professionals but doesn't receive compensation from them.
Assets Under Management$25M
Clients22
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
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 - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. The annual advisory fee is paid quarterly in arrears based on the value of the Client’s account(s) as of the last day of the billing period. The advisory fee is a blended tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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