Business Wise Investments (BWI) offers investment management and financial planning services tailored to each client's needs. BWI works with third-party investment advisors and custodian platforms to manage client portfolios, considering investment goals, risk tolerance, and financial situation. BWI also provides financial planning services covering personal, executive, and business financial needs, including retirement plans and business exit consulting. BWI's services are designed to help clients understand their financial situation and achieve their long-term goals.
Fee Structure
BWI's investment management fees are based on the value of your portfolio and are charged quarterly. The fees are separate from those charged by the third-party investment advisor and custodian. BWI offers lower fees as your investment balance grows. As an example, the brochure shows a blended fee of 1.55% for a mid-point example, which includes BWI's fee and the third-party investment advisor's fees. BWI ensures that the total trading and management fees do not exceed 2.0%. A separate agreement illustrating the program fees by the third-party investment advisors will be required based on the investment strategy chosen. BWI requires a $10,000 minimum investment for individuals and will consider trust accounts with a minimum of $100,000 or more.