Baltimore-Washington Financial Advisors (BWFA) is a fee-only wealth management firm providing financial planning, investment management, tax, and business services. BWFA's advisors work as a team to integrate planning, investments, and taxes. BWFA offers financial blueprint plans, retirement and estate plans, financial plan updates, financial planning projects, and living legacy plans. BWFA also provides tax preparation, estimated tax services, and tax advisory services. BWFA does not receive compensation for making trades, allowing advisors to act in clients' best interests.
Assets Under Management$2.8B
Clients4,975
Advisors13
Avg. per Client$570K
Avg. per Advisor$220M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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