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 in a household can be aggregated for the purpose of reducing fees.
Hourly Advice and Consulting:
Hourly rate billed in 15 minute increments, 1 hour minimum. Contact by email for an estimate if you have a specific project in mind. If you have assets under management with BWM, hourly charges can be offset by asset-based fees paid.
If you prefer to self-manage your investment accounts or only want planning advice, we can work together on a "project" basis.
The Ongoing Planning charge can be waived if you bring assets under management with BWM.
Working with Bormann Wealth Management, you can expect:
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.