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.
1942 Exeter Road, Germantown, TN, 38138
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Learn about disclosures →Adam is an independent agent with Brokers Choice of America, an IMO, since May 2023. He dedicates about half his time to selling fixed and fixed indexed annuities through them.