BWS Investment Management offers financial planning services covering cash flow, retirement, education, tax, and estate planning. They suggest clients engage third-party investment managers to manage their portfolios. BWS does not manage client accounts directly but provides ongoing consultation and oversight of the third-party manager relationships. Educational workshops on financial topics are also offered.
Fee Structure
BWS Investment Management does not directly manage your investments. Instead, they recommend third-party investment managers. These managers charge fees ranging from 0.40% to 2.50% of the assets they manage, depending on the specific program, investment strategies, and the size of your account. BWS Investment Management receives a portion of this fee, ranging from 0.20% to 2.00%, for their consultation services and oversight of the third-party manager.