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Our Fees

BWM offers services to new clients with investment assets of at least $500,000 (or total net worth of $1 million). Most often BWM charges an asset-based fee that is billed in arrears quarterly. New clients with at least $1 million in assets managed are assessed an advisory fee of 1%. Request our ADV Part 2 for specifics on fees.

3 Plan Structures To Meet Your Needs