BAM Wealth Management LLC is a registered investment advisor founded in 2023, offering fee-based investment management and comprehensive financial planning services to individuals, families, and businesses. The firm builds personalized investment portfolios using a blend of model portfolios, exchange-traded funds, mutual funds, and boutique third-party managers, often utilizing unified managed accounts. BAM Wealth Management employs modern portfolio theory, fundamental analysis, and technical analysis to manage client assets on a discretionary basis, while also accommodating client-imposed restrictions. In addition to portfolio management, the firm offers comprehensive financial planning covering retirement, taxes, estate planning, cash flow, and insurance needs. Certain representatives of the firm are separately licensed insurance agents and may recommend insurance products such as annuities, for which they receive separate commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees typically range between 0.25% and 2.25% annually and are negotiable.