Bingham Private Wealth is a registered investment advisor founded in 2024 and based in San Francisco, California. The firm offers personalized wealth management services, which combine discretionary investment management with comprehensive financial planning. Bingham Private Wealth works closely with individuals, high net worth individuals, trusts, estates, and businesses to build diversified portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, options, and alternative investments. The firm emphasizes a long-term investment approach rooted in fundamental analysis, while also utilizing third-party artificial intelligence tools to support research. In addition to individual wealth management, Bingham Private Wealth provides retirement plan advisory services for employer-sponsored plans. As a fiduciary, the firm is legally required to act in your best interest and operates on a fee basis, charging clients a percentage of assets under management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $7.0M | 0.50% |
| $7M+ | 0.35% |
Fees may be negotiable at the sole discretion of the firm. Aggregate assets under management are taken into consideration.