Do you work with clients outside your area?   Yes! We work with a number of clients throughout the country, and citizens living abroad. 

What are your fees?  We believe our success should be tied to yours. Investment management fees range from 1.5% to 0.25% of assets managed annually. A performance based agreement is available to qualified high net worth clients. An hourly rate is available for short term or single subject advice.

Are you fee based?  Yes! Our loyalty always lies with the client. We get no mutual fund or trading commissions.

Is there a minimum investment required?  No, we have solutions for investors in all phases of life.

Is there a contract length?  Absolutely not. We're here to serve you. If for some reason you feel your needs are better met elsewhere, you're free to separate from us.

What differentiates BWM from the brokerage houses?  All of our investment advice, decisions, and research are performed in-house. Our unique investment strategy seeks out opportunities instead of taking a "buy and hope" approach.

Does your firm hold my money?  We do not. It is held with Sterne, Agee & Leach which has been providing investment services since 1901. Each account has $25 million in protection with the excess of SIPC protection provided via Lloyd's of London.

What is a Registered Investment Advisor (RIA)?  RIA is the designation for a firm registered with FINRA (the SEC), providing investment advisory and management services for a fee.

What if i just want investment advice?   Generally our clients choose to give us discretionary authority to make trades within their accounts in a timely manner, but non-discretionary accounts are an option if you prefer.