BPM Wealth Advisors provides financial planning and investment advice. They help clients with retirement planning, pension consulting for business owners, asset management through third-party managers, and insurance consulting. Financial planning covers budgeting, estate planning, tax planning, and investments. They use RightCapital software to analyze client information and provide recommendations.
Assets Under Management$270M
Clients59
Advisors3
Avg. per Client$4.5M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Investment management fees are negotiable and may vary based on the scope of services, duration of services, other relationships with the client, and the size of the client. A minimum of $500,000 in investable assets is generally required, but this may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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