Advisor at BMSS Wesson Wealth Solutions
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BMSS Wesson Wealth Solutions
Location
California, MD
Credentials
CFP®
Industry experience
4 years
Consulting Services fixed fees generally range from $2,500 to $25,000
$0 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,000.01 - $2,500,000: 0.80% annually (0.20% quarterly) $2,500,000.01 - $5,000,000: 0.70% annually (0.175% quarterly) $5,000,000.01 - $10,000,000: 0.50% annually (0.125% quarterly) $10,000,000.01+: Fee separately negotiated
Consulting Services hourly rates generally range from $150 to $400 per hour
Account minimum: $250,000 Fee-only: Financial planning and organizational services on a fixed fee or hourly-work basis; Consulting Services fees range from $2,500 to $25,000 (fixed fee) or hourly rates from $150 to $400 per hour
BMSS Wesson Wealth Solutions, LLC
2021 - Present (5 years)
BMSS, LLC
2019 - 2021 (2 years)
BMSS, LLC
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Mechanicsville, MD
Edward Jones
Series 63, Series 65, Series 66
Leonardtown, MD
Edward Jones
Series 66
Solomons, MD
Edward Jones
Series 66
Leonardtown, MD
Edward Jones
Series 63, Series 65
Lusby, MD
Edward Jones
Series 66
California, MD
Edward Jones
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