Bankplus Wealth Advisors's Form ADV discloses 1.00% on the first $1 million, 0.80% on the next $1 million, 0.70% on the next $3 million, and negotiable rates above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #152588), Bankplus Wealth Advisors is subject to fiduciary duty under federal law.
Bankplus Wealth Advisors is headquartered in JACKSON, MS.
Bankplus Wealth Advisors serves 51 high-net-worth clients according to their SEC filing dated September 30, 2026. View client details ↓
According to their SEC Form ADV, Bankplus Wealth Advisors offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
Bankplus Wealth Advisors manages $264 million in client assets according to their SEC filing dated September 30, 2026.
According to their SEC Form ADV, Bankplus Wealth Advisors serves high-net-worth individuals and institutional clients. View client details ↓