Bestgate Wealth Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer one-time and ongoing financial planning services covering areas like investment planning, retirement, college, and tax planning. Bestgate generally advises on mutual funds, fixed income, insurance products, equities, ETFs, and commodities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The fee is based on the amount of money in each bracket. BWA may charge a different fee (higher or lower) based upon certain criteria such as: the market value of the assets under management, the complexity of the engagement, the level and scope of the overall investment advisory and/or consulting services to be rendered. The minimum annual fee for combined assets under management and financial planning services is $6,000.
