Baltimore-Washington Financial Advisors
Assets Under Management
$2.5B
Number of Clients
4,597
Number of Advisors
13
Average Client AUM
$543K
AUM per Advisor
$191.9M
Compensation
Fee-Only (AUM)
About This Firm
Baltimore-Washington Financial Advisors (BWFA) is a comprehensive Fee-Only wealth management firm offering financial planning, investment management, tax, and business services. BWFA takes a holistic approach, integrating planning, investments, and taxes. BWFA's objective is to integrate the disciplines of planning, investments, and taxes so its clients can derive a greater benefit than they would if these issues were addressed individually.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningBusiness OwnersEstate Planning
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Location
5950 Symphony Woods Rd., Suite 600, Columbia, MD, 21044
