ADVISORY DONE DIFFERENTLY
At Bemrose, we believe trust is earned, not assumed. That’s why our FEE model is designed to put you first
Value First, Fees Later
We begin by providing our advisory services at no upfront cost (e.g. financial planning for owners, business strategy, transaction consulting, etc.). This lets us understand your goals, business, and unique challenges while demonstrating our value before any fees come into play
Transparent Wealth Management
Only after earning your trust and confirming we’re the right fit do we transition to a clear, straightforward wealth management fee. This ensures our incentives are aligned with your financial success
|
Assets Under Management |
Annual Fee |
|
Up to $1,000,000 |
1.00% |
|
$1,000,000 to $2,000,000 |
0.85% |
|
$2,000,000 to $3,000,000 |
0.75% |
|
Over $3,000,000 |
0.65% |
Why It Works
Builds trust first—no upfront cost for advisory services
Creates a partnership focused on your long-term goals
Aligns our compensation with your outcomes
