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

What are your fees?  We believe our success should be tied to yours. We are a fee based service and 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 of all types.

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.

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.

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.