Brescor Wealth Advisory (BWA) provides wealth management services including financial planning, asset management, and personal finance coaching. BWA works with clients to identify their investment goals, risk tolerance, and financial situation. Investment strategies are tailored to these factors. BWA may refer clients to other specialists like accountants or attorneys. BWA also conducts educational seminars and workshops.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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