Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Investment management fees are based on a percentage of assets under management, charged quarterly in advance. Fees are negotiable and vary depending on factors like asset size and services rendered. Financial planning and consulting fees range from $250 to $5,000 on a fixed fee basis. Custodians and independent managers charge separate fees. BWC employees receive cash compensation in addition to employee’s regular salary in exchange for client referrals.
Areas of Practice
Advisor Information
Office location
3 Enterprise Drive, Suite 410, Shelton, CT, 06484
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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