Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees are based on a percentage of assets managed, up to 1.50% annually, billed quarterly in advance. Financial planning fees range from $500 to $5,000, and hourly fees range from $165 to $275. Fees are negotiable. If third party money managers are used, BWAM will charge a separate fee not to exceed 1.50% on top of the money manager's fee.
Areas of Practice
Advisor Information
Office location
41 Washington Ave., Suite 260, Grand Haven, MI, 49417
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jay is the President/Managing Member of Jay Greer & Co, LLC, a financial planning and investment company, dedicating full-time hours. He is also a partner and 20% owner of RenuCell Group, LLC, a health care company, spending a few hours per week on strategic planning and oversight. Jay also has minimal time commitment to farmland ownership.