:: Our Resources :: Frequently Asked Questions
Frequently Asked Questions
- What is your fee structure?
Under our typical fee arrangement, the first $1 million in assets is billed at a 1% annual rate, the next $2 million at 0.75%, the next $7 million at 0.50%, and assets above $10 million at a negotiated rate. Our minimum fee is $2500 per quarter. When appropriate, fees may be modified to reflect the amount, timing and special characteristics of the assets under supervision. We accept no other compensation of any kind, directly or indirectly.
- Can you provide references?
Of course. We're always willing
to provide references from current clients. We also provide references
to other advisors our clients may need, such as CPAs, attorneys, and
others.
- How often can I meet or speak with my advisor?
We encourage
active communication: meetings and consultations are available as often
as necessary.
- How often is my portfolio* reviewed; how actively is my portfolio* managed?
At BSW, we work closely with our clients to develop an appropriate asset allocation policy. Once these target levels are set, we do not shift allocations based upon near-term market moves. We do, however, actively manage the allocation process to continually rebalance portfolios to the target allocation. All target allocations are reviewed at least annually to assure that a particular asset mix continues to meet the current needs of the client. (*This applies only to portfolios under the management of BSW Wealth Partners. Clients may have accounts managed by other advisors.)
- Will you help me understand my investments?
We are happy to
provide investment education on topics about which clients wish to learn
more, from particular investments we recommend to broader savings and
investment issues.
- Can you work with my CPA and attorney to coordinate estate and
tax planning issues?
Absolutely. We do so for most of our clients,
allowing them to spend that time doing things that are truly important
to them.
- Can I view my accounts online?
Yes! If your accounts are
held at Charles Schwab & Co., you can view account information and
activity at www.schwaballiance.com. Otherwise, we will work with you
and the custodian of your accounts to have online access set up for you
and/or your family members.
- What steps should I take to get started?
Please contact our
office at 303-444-9696 or click here to send us an e-mail inquiry.
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