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.
Cape Coral, FL
Get directionsAllan is an agent for Kingdom Insurance and Forward Strategies, marketing and selling health and life insurance products, including whole life, UL, IUL, and MYGA. These activities take about a quarter and about half of Allan's time, respectively.