Bice Wealth Management (BWM) offers investment advisory services, creating customized investment strategies based on each client's objectives, risk tolerance, and financial situation. BWM provides continuous personal contact and interaction with clients. BWM may use individual stocks, bonds, mutual funds, ETFs, and alternative investments. BWM also offers consulting services on an hourly or fixed-fee basis. Most of BWM's clients are non-U.S. residents.
Assets Under Management$150M
Clients61
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable for clients with over $5,000,000 in assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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