BMSS WESSON WEALTH SOLUTIONS
Birmingham, Alabama
BMSS Wesson Wealth Solutions, a local investment advisory firm based in Birmingham, AL, is dedicated to providing comprehensive wealth management services. With over 60 individual clients and a staggering $405,315,000 in assets under management, they have established themselves as a trusted partner in financial planning. With three strategically located offices, they ensure convenient accessibility for their clients. While BMSS Wesson Wealth Solutions specializes in managing high net worth individuals' assets, they also possess the capability to oversee employer funds, although such accounts represent less than 30% of their total...
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Assets Under Mgmt

$405.31M

Investment Professionals

7

Locations

2

% 401K & Individual

9%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.