Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
The Wrap Fee is negotiable, depending upon various factors, including but not limited to the size of your account, the amount of trading in your account, the services to be provided to your account by BPWA, and related-party assets advised or managed by BPWA.
Fee Estimator
Brenton Point Wealth Advisors charges a wrap fee, which is a single fee covering investment advice, monitoring, transaction costs, and custody. The fee is calculated quarterly in advance as a percentage of the market value of your account. The wrap fee is negotiable based on factors like account size and trading activity. The brochure lists the maximum fee schedule. There may be additional charges for additional services.
Areas of Practice
Advisor Information
Office location
900 Third Avenue, New York, NY, 10022
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.
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Moshe is a managing member of ML Compliance Consulting LLC, which provides compliance consulting services. This activity is not investment-related.