BDL Wealth Management offers ongoing investment management services based on your individual goals, risk tolerance, and time horizon. BDL creates a personalized Investment Policy Statement for each client. BDL primarily invests in ETFs and other mutual funds, pursuing a passive indexing strategy. BDL does not participate in wrap fee programs.
Assets Under Management$5.6M
Clients18
Advisors2
Avg. per Client$310K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.75% |
Fees are negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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