Bella Wealth Management provides financial planning, consulting, and investment management services. BWM manages investment portfolios on a discretionary basis, primarily using mutual funds, ETFs, and individual securities. BWM also selects independent managers to manage a portion of client assets. Clients can impose reasonable restrictions on their accounts.
Assets Under Management$70M
Clients147
Advisors4
Avg. per Client$480K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees may be negotiable. The fee includes financial planning services and fees charged by any independent managers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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