Boggs Wallace Wealth Partners (BWWP) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. BWWP creates an Investment Policy Statement for each client. BWWP generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, non-U.S. securities and private placements. Clients may impose restrictions on investments, but BWWP reserves the right to end the relationship if restrictions prevent proper service.
Assets Under Management$570K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$570K
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Firm also offers portfolio management & financial planning services with a different fee schedule: $0 - $1,000,000: 1.50%, $1,000,001- $3,000,000: 1.25%, $3000001 & Up: 0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...