BWB Advisory Group (BWBA) provides portfolio management based on individual client goals, objectives, and risk tolerance. BWBA also offers pension consulting services to employee benefit plans, including 401(k) plans. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. BWBA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$14M
Clients6
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $20.0M | 0.55% |
| $20.0M - $30.0M | 0.50% |
| $30.0M - $100.0M | 0.45% |
| $100M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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