Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a tiered percentage of assets under management, generally ranging from 0.30% to 1.00% annually, charged quarterly in advance. Separate, standalone proprietary portfolios have the following annual fees: 0.30% for Fixed Income SMA Only & 0.60% for Equity SMA Only. Financial planning is included in the investment management fee. Fixed fees for standalone financial plans start at $3,000, with annual retainer fees up to $10,000, invoiced quarterly. Fees are negotiable. BMTA generally requires a minimum portfolio size of $500,000 to $1,000,000.
Areas of Practice
Advisor Information
Office location
1818 Market Street, 22nd Floor, Philadelphia, PA, 19103
Get directionsRegulatory History
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