EY

Eileen Carney Ybanez

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
320 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$800.5M

Fee Structure

Minimum Investment:None

BDW Capital's annual fee for portfolio management, family office, and wealth planning services ranges from 0.25% to 2.5% of assets under management. The final fee is negotiable and included in the Investment Advisory Agreement. Fees are billed monthly or quarterly based on the value of the client's accounts on the last business day of the previous billing period. There is no account minimum, but BDW Capital reserves the right to terminate accounts that are too small to manage effectively.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Eileen is the Director of Customer Service at Wolf Retirement Navigation, offering investment advisory services and insurance sales since 2017. This activity is nearly full-time.

Employment History
Current Registrations
Coyle Capital, LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Retirement Wealth Advisors, LLC
October 2019 - August 2021 · 1 yr 10 mos
Securian Financial Services, INC.
August 2017 - November 2017 · 3 mos
Securian Financial Services, INC.Broker
July 2017 - November 2017 · 4 mos
VALIC Financial Advisors, INC.
April 2015 - July 2017 · 2 yrs 3 mos
VALIC Financial Advisors, INC. Broker
July 2014 - July 2017 · 3 yrs
Lincoln Financial Advisors CorporationBroker
June 2008 - October 2013 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2001 - November 2002 · 1 yr 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.