BLDR Wealth offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and corporations. Investment management involves creating a portfolio of exchange-traded funds, individual stocks, and bonds. Financial planning services are offered as part of wealth management or as a stand-alone service, with two subscription tiers available.
Assets Under Management$5.6M
Clients15
Advisors2
Avg. per Client$370K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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