Barnes Dennig Private Wealth Management (BDPW) offers personalized investment advice and retirement plan services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. BDPW uses sub-advisers for asset management expertise. BDPW monitors the sub-adviser's investment decisions and performance in relation to the client’s financial goals.
Assets Under Management$100M
Clients166
Advisors3
Avg. per Client$620K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.28% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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