Bsi Wealth Management LLC is an adviser based in New York. It manages $13.12 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, Minnesota, New York, and Texas.
Bsi Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bsi Wealth Management LLC is $13.12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bsi Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Bsi Wealth Management is high net worth individuals with 10 clients and $9.44 million of assets under management. Among the 3 most similar advisory firms, Bsi Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $13.12 million for 23 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bsi Wealth Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bsi Wealth Management LLC performs its advisory services is located at 125 Park Ave, New York, NY 10017 The mailing address of the firm is 6200 Excelsior Blvd., St. Louis Park, MN 55416. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-955-6267 or by fax 866-578-3480. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at brewercapital.us.