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.
1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189
Get directionsAnita is an agent with All Financial Group since 1999, selling health, life, and fixed annuities. She also works as a financial advisor in wealth management since 1999.