Bestgate Wealth Advisors, LLC
Assets Under Management
$129.2M
Number of Clients
109
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$43.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bestgate Wealth Advisors offers portfolio management services tailored to individual client goals and risk tolerance. They also provide one-time and ongoing financial planning services covering various aspects like investment, retirement, and tax planning. They may direct clients to third-party investment advisors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The fee is based on the amount of money in each bracket.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$6,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location
5100 Buckeystown Pike, Ste 290, Frederick, MD, 21704
