Bormann Wealth Management offers financial planning services covering cash flow, college funding, retirement, estate, and tax planning. The firm also provides ongoing portfolio management services. Financial plans are customized to the client's situation. Bormann Wealth Management does not manage bundled fee programs.
Assets Under Management$6.2M
Clients17
Advisors1
Avg. per Client$360K
Avg. per Advisor$6.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.25% |
| $2M+ | 0.10% |
Fees are negotiable and may be discounted or waived for associates, their family members, and pre-existing client relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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