BWA's fees are based on a percentage of assets under management through the BCM Platform or wrap-fee program, not exceeding 2.5% annually. Financial planning is offered at an hourly rate of up to $350 or a fixed fee ranging from $200 to $5,000, depending on complexity. All financial planning fees are negotiable. A minimum account size of $25,000 is generally required for asset management, but it can be waived.
Littleton, CO
Get directionsAlan is the owner and agent of Golden Eagle Financial LTD, a property casualty, life, and health insurance agency, since 2002. This requires about half of Alan's time.