BSW Wealth Partners’ clients are individuals and families who usually have been referred by other clients or their professional advisors. Their primary goals are to engage a trusted partner to protect and grow their wealth over the long term while they are busy following their dreams. Our expertise lies in dealing with complex issues associated with wealth and family, so our ability to add value is greatest for clients with larger resources. With a minimum fee of $20,000, an appropriate portfolio size is around $2 million. Situations vary greatly, however, and the key to understanding whether there is a fit is to come in and have a conversation with us.
As in any relationship, the fit between us and our clients is a significant ingredient in the success of our partnership. We are best suited to working with clients who do not wish to be involved in the day-to-day management of their portfolio or other wealth issues and who prefer to share these responsibilities with a trusted partner. Usually, the process of a client delegating decisions to us evolves over time. Once a client has become comfortable with our team and investment philosophy and we have demonstrated a clear and comprehensive understanding of their needs, fears and risk considerations, most clients are happy to delegate the day-to-day decision making to us.