Fee Schedule

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.

1.25% on the first $500,000 of assets under management
1.00%   on assets under management between $500,000 and $2,000,000
0.85%   on assets under management between $2,000,000 and $5,000,000
0.75%   on assets under management between $5,000,000 and $10,000,000
0.65%   on assets under management in excess of $10,000,000

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 for Financial Plans are fixed in advance and typically range from $1,500–$5,000 for a financial blueprint plan or a comprehensive pre-retirement, retirement, or estate plan.

 

Tax Services

Pricing for tax returns typically runs $500—$1000 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 high quality advisor who invests real time with you; otherwise you may end up paying a lot more in the long run.