BLSH Wealth Management provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create a client profile outlining the client's financial situation and risk tolerance. BWM LLC also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, education planning, and debt planning. BWM LLC generally limits its investment advice to fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$7.6M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...