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
2101 Sardis Rd N Suite 108, Charlotte, NC, 28227
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
Aaron works as a sales advisor at Cantley Insurance & Financial, selling fixed insurance products since 2007. This activity takes nearly full-time hours.