Batman Wealth Management (BWM) offers financial planning, wealth management, and hourly consulting services. BWM is a fee-only firm, meaning it doesn't earn commissions on any products it recommends. BWM focuses on educating clients about risk, reward, and the impact of inflation and taxes. Wealth management involves implementing the financial plan through investment accounts and ongoing management of diversified portfolios of low-cost investments. BWM tailors its services to each client's specific needs and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 0.50% |
For related accounts with the same residential address and name, the fee will be 1.5% per year, up to and including the amount of $250,000. Starting with the first dollar above $250,000 the fee will be reduced to .5% on the amount above $250,000 with no maximum.