Honest Fees for Honest Work.
At the end of our initial consultation we will present you with options on how we can assist you and what it will cost. In a world of hidden fees and surprise back-end charges, our fees are always clear up-front.
Investment Management
When you hire BWFA to manage your investments, you benefit from pricing that puts us on the same side of the table: we both want to grow your account! Our pricing is based on assets that we manage, and we currently do not have a minimum account size.
Annual Fees
1.25% on the first $500,000
1.00% on the next $500,000
0.75% on assets over $1,000,000
One fourth of the annual fee is assessed at the end of each calendar quarter (every three months) on the balance under management at BWFA.
Planning
Planning fees are normally fixed in advance and typically work out to $2,000–$4,000 for a comprehensive pre-retirement, retirement, or estate plan. Come in for a free consultation and we will give you a specific quote and show you a sample plan.
Tax Services
Pricing for tax returns typically runs $450-$750 for a personal return. Fees do vary considerably depending on the complexity and schedules required. Bring in last year's return for a free quote. We also consult on a project basis on many tax issues including: exercising stock options, buying and selling property, and planning to minimize AMT.
A Final Word about Fees
Smart investors choose their financial advisor based on experience, objectivity, integrity, and quality of advice. Expect to pay reasonable fees for a quality advisor who invests real time with you or otherwise you may end up paying a lot more in the long run.
