Bmss Wesson Wealth Solutions Fees & Minimum

Overview

Headquarters: Birmingham, AL
Total Firm Assets: $704 million
Average High-Net-Worth Client Portfolio Size: $3.4 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: BMSS WESSON WEALTH SOLUTIONS FIRM BROCHURE (2026-03-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,500,000	0.80%
$2,500,001	$5,000,000	0.70%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$39,500	0.79%
$10 million	$64,500	0.64%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 88.67%
Number of High-Net-Worth Clients: 184
Total Client Accounts: 1,183
Discretionary Accounts: 1,129
Non-Discretionary Accounts: 54

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 282792

BMSS WESSON WEALTH SOLUTIONS FIRM BROCHURE (2026-03-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Bmss Wesson Wealth Solutions disclose?

Is Bmss Wesson Wealth Solutions a fiduciary?

Where is Bmss Wesson Wealth Solutions located?

How many clients does Bmss Wesson Wealth Solutions have?

What services does Bmss Wesson Wealth Solutions offer?

How much does Bmss Wesson Wealth Solutions manage?

What types of clients does Bmss Wesson Wealth Solutions serve?

Bmss Wesson Wealth Solutions