Bingham Private Wealth offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. BPW provides customized investment management and financial planning services, including retirement planning, education savings, and insurance needs. BPW may recommend unaffiliated investment managers. BPW acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith.
Assets Under Management$230M
Clients117
Advisors1
Avg. per Client$2M
Avg. per Advisor$230M
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Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 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. Total blended fee with independent managers will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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