Bulman Wealth Group (BWG) offers personalized investment management services to help clients achieve their financial goals. BWG works with clients to understand their financial situation, investment objectives, and risk tolerance. BWG may hire sub-advisors or recommend third-party managers. BWG also offers estate planning services.
Fee Structure
BWG's investment management fees are negotiable and vary depending on the sub-advisor or third-party money manager selected. The maximum annual fee is 1.75%. BWG uses Foundations Investment Advisors (FIA) and Brookstone Capital Management (BCM) as sub-advisors or third-party managers. FIA's maximum annual fees range from 1.40% to 1.50% depending on the amount invested. BCM's maximum annual fees are 1.50%. A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle.