BEE Financial Partners Wealth provides investment advisory and asset management services, including reviewing client objectives and recommending asset allocation strategies. They also offer financial planning services, creating written plans covering investment, retirement, tax, insurance, and estate planning. General consulting services are available on an as-needed basis, focusing on specific financial topics.
Assets Under Management$4.9M
Clients28
Advisors2
Avg. per Client$170K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
BEE Financial Partners Wealth charges an annual advisory fee ranging from 1.00% to 1.65% of the value of your investments. The specific fee is negotiable and determined on a client-by-client basis. Fees are billed monthly at the end of the billing period, based on the average daily balance of the account.
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