Address: 507 Plum St Suite 102, Syracuse, NY 13204, USA
Phone: +13154388690
Sunday: Closed
Monday: 8AM–6PM
Tuesday: 8AM–6PM
Wednesday: 8AM–6PM
Thursday: 8AM–6PM
Friday: 8AM–6PM
Saturday: Closed
Antonia Harvey
Adam the CEO is amazing! He works hard for his friends employees. He’s diligently working for the company and expanding to Puerto Rico and US territories!
Maggie Swift
BWCM has been managing my Roth and 401k plans for a few years now---they are extremely knowledgable about the markets and I love how educational they are. Appreciate the quick communication and insight as I build my portfolios.
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Be careful of the terminology used in disclosure of how the advisor is being paid. There is a world of difference between fee-based and fee-only. A fee-based advisor may primarily charge a fee for service but, they may also accept commissions based on the financial products they sell you. Because of this they are only bound by the suitability rule, not by fiduciary duty. A fee-only advisor may not accept any commissions from any financial institution and thus eliminates any conflicts of interest and creating a fiduciary relationship.
There are three primary ways financial advisors receive compensation: Commission-based Commission and fee-based Fee-only
Yes they have several appointment formats.
Yes fiduciary advice is one of their managed services.
Yes they do provide that service.
Yes they do.
They have a number of strategies that deal with retirement planning.
Yes, they can help you with a solid portfolio.
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