B
BPD Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,160,432
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$645,054
Client services
Portfolio management
Fee options
0.50% to 2.00% annually, payable quarterly in arrears based on account value at quarter end; fees may be negotiable in special cases
Up to $150 per hour, negotiable depending on scope and complexity of services
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but reserves the right to terminate accounts deemed too small to manage effectively
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
BPD Wealth Management LLC
Rockingham VA, United States
Number of offices
1
Forms ADV
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