BXM Wealth provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. BXM Wealth offers both discretionary and non-discretionary portfolio management. Financial planning is included with all portfolio management services at no additional charge, covering areas like retirement, education, and tax planning.
Assets Under Management$230M
Clients61
Advisors4
Avg. per Client$3.8M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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