Bavarian Wealth Management, Inc. fees and pricing
Financial planner in New Orleans, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated November 6, 2024, Bavarian Wealth Management, Inc. charges $250 an hour and a flat or project fee of $1,000-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed November 6, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“For clients who request specific consulting related services, BWM charges an hourly fee of $250.”
- Flat or project fee
- $1,000-$2,500
“The fee for a financial plan generally ranges between $1000 and $2500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bavarian Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable based upon the size of the account and complexity of the services offered.”
- “The client may, if desired, receive an invoice showing the amount of each fee, the value of the assets on which the fee is based, and the specific manner in which the fee is calculated.”
- “Client will receive written notice thirty (30) days in advance of any changes so that client may decide whether to continue with wrap fee agreement under new pricing schedule.”
How Bavarian Wealth Management, Inc.’s fees compare
- Its hourly rate of $250 matches the Louisiana median of $250. 40% of the 45 other Louisiana planners that publish an hourly rate charge less.
- 1 of the 9 other planners in New Orleans that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$2,500 is below the Louisiana median of $3,250. 18% of the 40 other Louisiana planners that publish a flat or project fee charge less.
- None of the 9 other planners in New Orleans that publish a flat or project fee charge less.
About Bavarian Wealth Management, Inc.
“Bavarian Wealth Management, Inc. (hereinafter “BWM”) offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2008 (18 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 113
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $20,079,986
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135035
- Phone
- (504) 299-3370
Other planners in New Orleans that publish fees
- Creole Wealth Solutions, LLCNew Orleans$350/hr, $1,000-$5,000
- Deliberate FinancesNew Orleans$500-$10,000, $350-$1,500/mo
- Demauriac LLCNew Orleans$500-$1,500/hr, $208/mo
- Dumaine Investments LLCNew Orleans$300/hr, $5,000-$50,000
- Mort Kelly Financial Services, LLCNew Orleans$55/hr, $500/yr
- Ninety West Global WealthNew Orleans$300/hr, $500-$35,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.