BNA Wealth manages investment portfolios for individuals, retirement plans, trusts, and estates. The firm creates personalized investment strategies primarily using mutual funds, exchange-traded funds, individual stocks, and bonds. All investment management is handled on a non-discretionary basis, meaning BNA Wealth contacts clients for approval before executing any trades. In addition to portfolio management, BNA Wealth offers technology-enabled estate planning solutions through a partnership with Wealth.com, allowing clients to create and manage legal estate planning documents.
Fee Structure
BNA Wealth charges for investment management based on a percentage of the value of your portfolio. Specific fee percentages are individually negotiated with each client and are typically billed quarterly in advance or in arrears.