BDB Wealth Advisors provides investment management based on individual client goals and risk tolerance. They also offer pension consulting services to employer retirement plans. Financial planning covers areas like retirement, insurance, taxes, and college savings. Clients with higher investment amounts get complimentary access to financial planning software and advisor time.
Assets Under Management$1.1M
Clients8
Advisors1
Avg. per Client$140K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 1.20% |
| $20K - $50K | 1.00% |
| $50K - $100K | 0.90% |
| $100K - $250K | 0.85% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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