Overview
- Headquarters
- Houston, TX
- Total Firm Assets
- $465 million
- Average High-Net-Worth Client Portfolio Size
- $4.5 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: BWM - ADV PART 2A (2026-02-24)
· View brochure text
Latest filing: BWM - ADV PART 2A (2026-03-13)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Stated Minimum Annual Fee: $25,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 66.56%
- Number of High-Net-Worth Clients
- 69
- Total Client Accounts
- 358
- Discretionary Accounts
- 330
- Non-Discretionary Accounts
- 28
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 304855
- BWM - ADV PART 2A (2026-03-13) · View brochure text
- BWM - ADV PART 2A (2026-02-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗