Bestgate Wealth Advisors, LLC
Assets Under Management
$129.2M
Number of Clients
109
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$43.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bestgate Wealth Advisors, LLC offers portfolio management services based on individual client goals and risk tolerance. They also provide one-time and ongoing financial planning services, including investment, life insurance, tax, retirement, college, and debt/credit planning. They may direct clients to third-party investment advisers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The fee is based on the amount of money in each bracket.
Fee Estimator
The annual fee for portfolio management is based on a percentage of the total market value of assets under management, generally between 0.5% and 2%. The firm prices its services based upon various objective and subjective factors and similarly situated clients could pay different fees. The hourly rate for creating client financial plans will never go above $500 per hour. The minimum annual fee for combined assets under management and financial planning services is $6,000.
Areas of Practice
Location
5100 Buckeystown Pike, Ste 290, Frederick, MD, 21704
