The Fee Based Advantage
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki
Unlike some advisors who earn commissions on sales of investment products, we exclusively offer fee-based investment and wealth management services1. As a fee-based wealth management firm, Bagby Wealth Management will provide you with unbiased investment and financial planning advice. No commissions will be involved in our investment advice or investment management1. Our investment advisory fees are based upon a small percentage of the value of your account. In this fashion our compensation is adjusted based upon the performance of your portfolio. That is, when the value of your account increases our investment advisory fees increase. If the value of your account decreases our investment advisory fees are smaller. We believe this approach puts the incentive where it belongs - on the long-term performance of your investments.
Through this approach, Bagby Wealth Management will design and manage a portfolio that matches your risk tolerance and is designed to meet your objectives now and in the future. Whether you are driven by dreams for retirement, college aspirations for the kids or grandkids, saving up for a dream home or simply minimizing taxes - our team approach at Bagby Wealth Management will help you pursue your goals.
Contact Us to schedule a no-obligation consultation to learn how our approach to managing your investment assets can help you pursue your long-term goals. No obligation means you have to hire us in writing. Until you sign an agreement employing us, we are not engaged and cannot charge you a fee.
1Objective fee-based investment advice and wealth management services are the sole source of payment for services by clients. We do however occasionally refer a client for a retail mutual fund purchase or for an insurance (commissioned based) product such as life insurance or an annuity, to our sister company Bagby Financial Services Inc. The order filled there results in a commission, generated and paid to that affiliated company. No referral fees or any part of the commission are paid to Bagby Wealth Management.