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.
2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738
Get directionsAdam owns Wolf Retirement Navigation LLC, where he sells insurance, dedicating full-time hours to the business. He also owns Jacksonville Retirement Academy, where he provides financial education, and Wolf Tax LLC, where he does tax preparation and accounting, dedicating a few hours per week to each.