Bybee Wealth Management (BWM) offers portfolio management based on individual client goals and risk tolerance. BWM creates an Investment Policy Statement for each client. Financial planning covers investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. BWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Bybee Wealth Management (BWM) offers two investment management fee schedules:
Normal Fee Schedule:
- Up to $99,999: 1.50% per year
- $100,000 - $249,999: 1.25% per year
- $250,000 - $499,999: 1.00% per year
- $500,000 - $749,999: 0.85% per year
- $750,000 and up: 0.70% per year
Optional Fee Schedule While Employed:
- $80,000 - $149,999: $1,200 per year
- $150,000 - $349,999: $2,100 per year
- $350,000 - $624,999: $3,900 per year
- $625,000 - $1,000,000: $5,700 per year
- $1,000,000 – $1,999,999: $7,500 per year
- $2,000,000 and up: $12,000 per year
For the Optional Fee Schedule, total assets under management below $80,000 will have an annual fee of 1.5% that is billed monthly.
All clients at retirement will be switched to the ‘Normal Fee Schedule.’
