BBVA Global Wealth Advisors (GWA) offers investment advice and portfolio management services. GWA's Financial Advisors work with clients to understand their financial situation and goals, then recommend appropriate advisory services. GWA provides investment advice on a discretionary or non-discretionary basis. GWA does not sell securities on a commission basis.
Fee Structure
BBVA Global Wealth Advisors charges an annual fee based on the value of your investments. The fee is calculated as a percentage of the average daily balance of your account and billed quarterly.
Non-Discretionary Portfolio Advisory Services:
- Up to 2.00% on the first $1,000,000
- Up to 1.50% on amounts between $1,000,001 and $7,500,000
- Up to 0.90% on amounts over $7,500,001
If your account's average daily balance is between $250,001 and $499,999, the fee is 2.00%. There is a $5,000 minimum annual fee for accounts below $250,000.
Discretionary Portfolio Management Advisory Services:
- Up to 2.30% on the first $1,000,000
- Up to 1.80% on amounts between $1,000,001 and $7,500,000
- Up to 1.20% on amounts over $7,500,001