BW
CFA

Brandon Edward White

20 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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Employment History
Current Registrations
Coyle Capital, LLC
December 2014 - Present · 11 yrs 1 mo
Previous Registrations
Yale Capital CORP.
January 2012 - October 2014 · 2 yrs 9 mos
Alpha Capital Management
February 2007 - October 2011 · 4 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2003 - June 2005 · 2 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Brandon Edward White - Financial Advisor | AdvisorDiscover