Bormann Wealth Management is a fee-only fiduciary practice, and is never compensated by commissions or from pushing specific financial products.
Assets Under Management:
Annual fee is divided by 4 and invoiced quarterly in arrears. All managed accounts per household can be aggregated for purpose of reducing fees.
Hourly Financial Planning Advice:
Hourly planning can be offset by any asset management fees paid.
We build your financial plan, lay out the steps, help you implement that plan and then stay in regular contact to keep on track.
Ongoing Planning Fee is waived if you have assets under management at BWM. Initial Setup Fee may also be waived under special circumstances.
Working with Bormann Wealth Management, you can expect:
Contact: info@bormannwm.com.
Bormann Wealth Management, LLC is a registered investment adviser offering advisory services in the State of Washington and in other jurisdictions where exempted. Copyright © 2020-2022 Bormann Wealth Management. All Rights Reserved.