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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
BWFA offers financial planning, investment management and tax services. Financial planning fees are fixed based on the project scope, such as $6,500 for a retirement plan or $1,000 for financial plan reviews. Investment management fees are based on a percentage of assets under management. Tax preparation fees are based on the number and type of forms required. Employer-sponsored retirement plan services fees are negotiable and typically range from 0.25% to 0.75%.
Areas of Practice
Advisor Information
Office location
7580 Buckingham Boulevard, Suite 180, Hanover, MD, 21076
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 Activities
Samantha owns and maintains a real estate rental property (Air BnB) since 2021. She spends a few hours per week on this investment-related activity.