Bay Rivers Group Wealth Partners (BRGWP) offers portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. BRGWP creates a plan to aid in the selection of a portfolio that matches your specific situation. BRGWP also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$330M
Clients401
Advisors4
Avg. per Client$810K
Avg. per Advisor$82M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $4.0M | 1.35% |
| $4.0M - $10.0M | 1.00% |
| $10M+ | 0.70% |
Fees are generally negotiable. BRGWP also receives its standard fee on top of the fee paid to third party advisors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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