Babin Wealth Management (BWM) provides investment management and financial planning services. BWM develops personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. BWM is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$29M
Clients105
Advisors1
Avg. per Client$270K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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