Beyond Wealth Management Group (BWM) provides ongoing portfolio management based on individual client goals and risk tolerance. BWM also offers pension consulting services, including guidance on asset classes and money manager recommendations. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. BWM uses various analysis methods, including charting, cyclical, fundamental, and quantitative analysis.
Assets Under Management$110M
Clients274
Advisors3
Avg. per Client$390K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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