What should I expect during the first meeting with Bell?

The first meeting with BWM is a Discovery Meeting.  This is an opportunity for us to get to know each other in a confidential setting at no cost and with no further obligation.

How often do you meet with clients?

After the initial Consultative Wealth Management Process, we will set a schedule for future Progress Meetings that depends on your needs.  Most clients choose to meet annually, semi-annually, or quarterly.

What is the typical net worth of your clientele?

We prefer to work with people in situations where we can add significant value.  This means that our clients usually have a net worth in excess of $1 million.  However, we’re opening up our services to a very select group of younger clients who are high achievers – see Emerging Leaders for more detail.

Where are client assets held?

We prefer to safekeep assets at Schwab Institutional, a highly respected third-party custodian.  We also have the ability to use other custodians such as Fidelity, Ameritrade, etc.

How are you compensated?

BWM is proud to be a fee-only financial advisor.  Why is charging a fee something to be proud of?  Because it means that we do not sell investment products, nor do we receive commissions or referral fees.  Our fee structure is simple and based on your total assets under our management.  We make money based on our ability to build your nest egg – not on our ability to sell you third-party services like you might find elsewhere.

How do clients keep track of their investments?

All clients have the ability to view assets and transactions in real time via online access through our website or directly through their custodian’s portal.  In addition, clients receive regular statements from both BWM and their custodian.