Behl Wealth Management manages investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning can be comprehensive, involving ongoing support, or offered as a one-time fixed fee service. BWM also offers personal tax return preparation services.
Assets Under Management$48M
Clients59
Advisors3
Avg. per Client$820K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Minimum annual fee of $4,000. Fees and minimums are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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