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Wealth Management Program

About the Program

This is Bagby Wealth Management’s premier financial advisory program. This advisory program provides comprehensive financial planning and wealth management advice relating to the client’s life situation and goals. While all Bagby Wealth Management’s Financial Planners are experienced and qualified, you may select the planner in our firm that suits you best.

 

Who Should Use this Program

This program is designed to advise you on a “holistic” approach to wealth management. If you are looking for a comprehensive approach to financial planning, this program may be for you. You will have unlimited access to your Financial Planner and Registered Paraplannersm professionals, and you will experience a high level of collaboration with our firm to strive toward your life’s goals.

Wealth Management Services Offered
(in addition to what is offered in the Financial Planning Program)

  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • College Planning
  • Business Succession
  • Tax Strategies
  • Legacy Planning
  • Charitable Giving
  • Income Protection
  • Business Planning
  • Asset Allocation
  • Asset Protection
  • Debt Management
  • Cash Flow Analysis
  • Limited Advice On Outside Assets*

What to Expect

With the Wealth Management Program, your Financial Planner and Registered Paraplannersm professionals will develop an initial financial plan to get you started on the right path. Your Financial Planner will update you annually and will also provide financial analysis. Your team will be by your side to guide you along the path toward your life’s goals.

Keep in mind that this is a brief summary of our program. If you are interested in this program, please feel free to ask us for the details. We will be happy to answer your questions and supply you with more information.

Fee Schedule*
Individual Account Size Annual Fee
$250,000 to $ 999,999.99 0.25%
$1,000,000 to $1,999,999.99 0.20%
$2,000,000 to $4,999,999.99 0.15%
$5,000,000 and above 0.10%

*A separate flat advisory fee may be charged on outside investments (i.e. commercial property, businesses, farmland, etc.)

NOTE: Clients must have a minimum of $250,000 under management with Bagby Wealth Management to qualify and must be dual enrolled in the Comprehensive Advisory Program as well.

Past performance is no guarantee of future results and current performance may be lower or higher than the performance data quoted.

All investments involve different degrees of risk. Clients should be aware of their risk tolerance level and financial situation at all times. Clients should read all transaction confirmations, and monthly and yearly statements sent to them. In applicable programs, clients should read all prospectuses carefully before making any investment decisions.

Clients are free at all times to accept or reject any investment recommendations made by Bagby Wealth Management.

Please understand that any losses are attributed to market forces beyond the control of Bagby Wealth Management.

Registered Paraplannersmand RP®are trademarks or registered service marks of the college for Financial Planning in the United States and/or other countries.