Best Wealth Advisory, located in Utah, offers wealth management and financial planning services. For investment management, Best Wealth Advisory uses outside managers to manage client portfolios. Best Wealth Advisory helps clients select an appropriate allocation model, interacts with the outside manager, and reviews the manager's performance. Best Wealth Advisory also provides financial planning services on a limited scope, one-time engagement basis.
Assets Under Management$44M
Clients161
Advisors1
Avg. per Client$270K
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Fees may be negotiated for family members and clients who have previously worked with a member of BWA, or dependant on asset size. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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