Bird Wealth Management LLC

Fees

At Bird Wealth Management, we sell no products, so our only compensation comes from direct payments from our clients. We think our fees are reasonable. If you think our fees seem high, we would be happy to calculate the fees you pay now. Many traditional investment advisors earn their fees via commissions by selling you products; these fees are hidden (but of course, perfectly legal!), and you are often paying more than you realize. It is rare that our fees are not at least 25% less than our prospective client’s current fees.

After reviewing our web site and fees, if you agree that Bird Wealth Management is the investment advisor uniquely suited for you, we encourage you to contact us about your specific situation.

Ongoing Asset Management Services
BWM offers its clients asset management services on an ongoing basis.

Asset Management Fee
Some clients with other advisors do not need our comprehensive financial planning services, but prefer to have us manage their assets. These ongoing clients that use our asset management services pay one full quarterly fee (based on account size) calculated using the fee schedule below, with a minimum quarterly fee of $750.

Tier Account Size ($) Annual Fee
1 on first $500,000 0.90%
2 on next $500,000 0.75%
3 on next $1 million 0.60%
4 on next $2 million 0.45%
*The blended fee for Tier 2 is 0.825%, Tier 3 is 0.713%, and Tier 4 is 0.581%. For amounts beyond $4 million, please contact us.

Comprehensive Financial Plan Fee
The fee for developing a comprehensive financial plan depends on each client’s situation. You can use the fee schedule below as a guideline for fees, based on your net worth:

Net Worth Fee
Up to $1,500,000 $1,500
Over $1,500,000 $2,500
Over $3,000,000 $3,500
Over $5,000,000 $5,000
Over $10,000,000 $7,500
Over $20,000,000 $9,000

Please note that the implementation of the comprehensive recommendations may require you to work with other financial professionals, including your estate planning lawyer or insurance professional, who will charge their own fees for their work as well.