BMSS Wesson Wealth Solutions

Updated today

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Total assets under management

$577,106,486

Total clients

226

67% high-net worth

Total advisors

of 11 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$2,553,569

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Consulting Services fixed fees generally range from $2,500 to $25,000

Percentage

$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

Project-based

Consulting Services hourly rates generally range from $150 to $400 per hour

Other

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

Disclosures

Main office location

BMSS Wesson Wealth Solutions

3500 Colonnade Parkway, Suite 150

Birmingham AL 35243, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 205-982-5555

Advisors at this firm

John I

Series 65

Birmingham, AL

BMSS Wesson Wealth Solutions

Abigail W

CFP®

California, MD

BMSS Wesson Wealth Solutions

Jonathan B

CFP®, ChFC®, Series 63

Birmingham, AL

BMSS Wesson Wealth Solutions

Matthew H

Series 65

Birmingham, AL

BMSS Wesson Wealth Solutions

Felix T

CFP®, Series 63, Series 65, Series 66

Birmingham, AL

BMSS Wesson Wealth Solutions

David H

CFP®, Series 65

Birmingham, AL

BMSS Wesson Wealth Solutions

Dudley S

CFP®, CFA®, Series 66

Birmingham, AL

BMSS Wesson Wealth Solutions

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