Coyle Capital, LLC
Assets Under Management
$800.5M
Number of Clients
320
Number of Advisors
6
Average Client AUM
$2.5M
AUM per Advisor
$133.4M
Compensation
Fee-Only (AUM)
About This Firm
BDW Capital provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They also offer Family Office and Wealth Planning Services, including estate planning, tax planning, family philanthropy, and risk management. Investment decisions are made with fiduciary duties in mind, seeking fair allocation of investment opportunities.
Fee Structure
The annual fee for portfolio management, family office, and wealth planning services ranges from 0.25% to 2.5% of assets under management. The specific fee depends on the market value of your assets, the complexity of services, and the level of administration requested. Fees are negotiable and 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.
Areas of Practice
Location
2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738