BMMS Wealth Advisory refers clients to unaffiliated investment advisors (third-party wealth managers). BMMS Wealth does not manage client investment portfolios, nor do they provide ongoing portfolio monitoring or reporting services. BMMS Wealth is compensated by the third-party wealth managers through written referral arrangements.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
BMMS Wealth Advisory does not directly manage investments. Instead, they refer you to other investment advisors. These advisors will charge you a fee for managing your investments. BMMS Wealth receives 25% of the management fee you pay to your chosen advisor. The fees charged by the third-party wealth managers range from 0.40% to 2% annually.
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