BZ Wealth Advisors offers investment advice and portfolio management to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. BZWA creates custom investment strategies using mutual funds and ETFs, and may also use individual stocks, bonds, or alternative investments. BZWA also offers financial planning services, either as part of its investment management services or on a standalone basis. BZWA also provides business consulting services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable. For some clients invested in private alternative investments, a separate fee of 0.50% of assets under management is charged by Morton Capital Management, LLC.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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