Beverly Hills Private Wealth provides investment management and financial planning services to individuals, trusts, estates, pension and profit sharing plans, and businesses. The firm offers comprehensive portfolio management, financial planning & consulting, and portfolio monitoring. For portfolio management, the firm may use third-party money managers through the SMArtX platform. As a fiduciary, Beverly Hills Private Wealth aims to act in the client's best interest.
Fee Structure
Beverly Hills Private Wealth offers Comprehensive Portfolio Management services. The annual fee will not exceed 1.50% of the portfolio's value. Fees are calculated monthly in advance based on the average daily value of the account. If the firm uses a third-party money manager, their fees are in addition to Beverly Hills Private Wealth's fee. For accounts using the SmartX platform, the total fee, including platform access, brokerage, and custody, ranges from 0.09% to 0.44%.