Bland Garvey Wealth Advisors (BGWA) manages investment portfolios for individuals, families, and businesses. BGWA works with clients to understand their goals and risk tolerance, then creates a customized investment plan. BGWA primarily uses passively managed mutual funds. BGWA also offers consulting services on topics like retirement planning, tax planning, and estate planning.
Assets Under Management$200M
Clients116
Advisors5
Avg. per Client$1.8M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be assessed based on the total balance of all accounts for members of the client's family (husband, wife and children) or related businesses.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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