BNA Wealth provides investment advice to individuals, retirement plans, trusts, estates, and charitable organizations. BNA Wealth manages client investment portfolios on a non-discretionary basis, meaning clients must approve all trades. BNA Wealth also offers access to an estate planning platform for a fee.
Assets Under Management$620M
Clients542
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
BNA Wealth manages investment portfolios for a fee based on a percentage of the assets they manage. The fees are negotiated with each client and are payable quarterly, either in advance or after the quarter. Clients also pay brokerage commissions and other transaction fees to custodians and brokers.
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