Bassam Wealth Management offers customized investment advisory solutions through personal contact and discretionary investment management. They create portfolios using mutual funds, ETFs, individual stocks, bonds, alternative investments, and unaffiliated investment managers. BWM also provides financial planning services covering investment, retirement, savings, education, and insurance needs. Clients are not obligated to implement recommendations.
Assets Under Management$240M
Clients24
Advisors1
Avg. per Client$10M
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Minimum annual fee of $10,000. Fees above $25,000,001 are negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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