Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189
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 ActivitiesSells Insurance
Anson owns Double Honor Benefits Insurance Services, offering life insurance and annuities, and dedicates about 10-20% of his time to it. He is also a principal at One Digital Health Benefits, generating new clients for employer-sponsored insurance group benefits, which takes nearly full-time hours.