Bhuta Wealth Management offers portfolio management based on clients' goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. BWM generally limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, hedge funds, REITs, insurance products including annuities, and government securities. BWM will tailor a program for each individual client.
Assets Under Management$20M
Clients25
Advisors2
Avg. per Client$800K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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