Buwick Group Wealth Management (BGWM) offers both discretionary and non-discretionary portfolio management services. BGWM works with clients to gather financial information, determine goals, and decide how much risk to take in investments. BGWM monitors portfolio performance and rebalances as needed due to market conditions or changes in client circumstances. BGWM uses various securities including exchange listed securities, over-the-counter securities, foreign securities, warrants, corporate debt securities, commercial paper, certificates of deposit, variable life insurance, variable annuities, municipal securities, mutual funds, exchange traded funds, United States government securities, options and interests in partnerships investing in real estate and oil and gas interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3M+ | 1.25% |
Fees are negotiable.