Bsw Wealth Partners's Form ADV discloses 1.00% on the first $3 million, 0.75% on the next $2 million, and 0.50% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #107485), Bsw Wealth Partners is subject to fiduciary duty under federal law.
Bsw Wealth Partners is headquartered in BOULDER, CO.
Bsw Wealth Partners serves 330 high-net-worth clients according to their SEC filing dated May 8, 2026. View client details ↓
According to their SEC Form ADV, Bsw Wealth Partners offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Bsw Wealth Partners manages $2.2 billion in client assets according to their SEC filing dated May 8, 2026.
According to their SEC Form ADV, Bsw Wealth Partners serves high-net-worth individuals and institutional clients. View client details ↓