Breakout Private Wealth provides portfolio management based on individual client goals and risk tolerance. BPW also offers pension consulting services to employee benefit plans. Financial planning covers investment planning, insurance, tax, retirement, college, and debt/credit planning. BPW primarily recommends equities, mutual funds, and ETFs.
Assets Under Management$12M
Clients21
AdvisorsN/A
Avg. per Client$550K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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