What are your fees? We believe our success should be tied to yours. We are a fee-only service with investment management fees ranging from 1.5% to 0.50% of assets managed annually. A $100 hourly rate is available for short term or single subject advice.
Are you fee-only? Yes! Our loyalty always lies with the client. We get no commissions.
Is there a minimum investment required? For investment management, yes $200,000 of investable assests is the requirement. No requirement exists for hourly advice. As a boutique firm we pride ourselves on a having strong personal relationships with our clients. With this in mind, our goal is to provide quality advice to a smaller number of clients.
Is there a contract length? Absolutely not. We're here to serve you. If for some reason you feel your needs are better met elsewhere we certainly understand.
What differentiates BWM from the brokerage houses? All of our investment advice, decisions, and research are performed in-house. Our unique investment strategy seeks out opportunities instead of taking a "buy and hope" approach.
What is a Registered Investment Advisor (RIA)? RIA is the designation for a firm registered with FINRA (the SEC), providing investment advisory and management services.
What if i just want investment advice? Generally our clients choose to give us discretionary authority to make trades within their accounts in a timely manner, but non-discretionary accounts are an option if you prefer.