Bigham Wealth Advisory offers investment management services where they manage your investments for you. They also offer financial planning and consulting, which includes evaluating your current and future financial situation to predict future cash flows and asset values. They also offer basic estate planning services to assist clients with general information as it applies to reviews of existing plans, gathering information needed to provide outside firms in the creation of documents, and updating existing plans for clients.
Assets Under Management$12M
Clients55
Advisors1
Avg. per Client$210K
Avg. per Advisor$12M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Bigham Wealth Advisory offers investment management services. Here's how the fees work:
- Standard Asset Management: 1% annual fee, billed monthly based on the average daily balance.
- Dunham and Associates Investment Counsel, Inc.: 1% to Bigham Wealth Advisory and 0.25% to Dunham and Associates Investment Counsel, Inc. annually, billed quarterly.
- Synergy Asset Management, LLC: 1% annual fee to Bigham Wealth Advisory, billed monthly. Synergy also charges separate fees: 0.15% platform fee, 0.35% strategist fee, and a $30 annual technology fee.
Qualified clients can opt for performance-based fees: 10% of any increase from the previous quarter.
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