BDJ Wealth Management provides ongoing portfolio management based on clients' goals and risk tolerance. They also offer annual financial planning services, including access to social media groups, market updates, retirement newsletters, and other educational content. BDJ Wealth Management may recommend third-party investment advisors to comply with client restrictions.
Assets Under Management$34M
Clients93
Advisors1
Avg. per Client$360K
Avg. per Advisor$34M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are calculated based on the daily average balance per month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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