Our Fees

We are independent and offer a flexible approach to how we charge for our services.

Project Based Fee for Time


You have a relationship with another advisor and want a review of the strengths and weaknesses of your current program, alternative ways to pursue goals, and recommended improvements without having to transfer investments.

 

Traditional Asset Management and Financial Planning Fee


You have or are considering the benefits of a disciplined and continuous money management process and ongoing financial planning services charged as a percent of assets under management.

We invite you to leverage our expertise and learn more about how BS&P Wealth Management can help change the way you think about your financial future. No matter what state of being you are in, we can help you transition forward.

Contact Us to Get Started