Beverly Hills Private Wealth, LLC

Beverly Hills Private Wealth, LLC is a financial advisor firm based in Beverly Hills, California, established in 2022. The firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. The firm offers services such as Comprehensive Portfolio Management, Financial Planning & Consulting, Portfolio Monitoring, and Retirement Plan Consulting. Clients can expect asset management, financial planning, and consultation services tailored to their financial goals and risk tolerance. The firm may engage third-party money managers through SMArtX Advisory Solutions LLC for certain accounts, with fees ranging between 12 – 47 basis points. For Comprehensive Portfolio Management, the firm charges a maximum annual fee of 1.50%, billed on a pro-rata basis monthly. Financial Planning & Consulting services are charged on an hourly or flat fee basis, with maximum fees set at $1,000 and $20,000, respectively. Portfolio Monitoring and Retirement Plan Consulting services are charged a maximum annual fee of 1.00%. Clients are required to have a minimum account balance of $5,000,000 for Comprehensive Portfolio Management, and financial plans are generally assessed a minimum fee of $1,500. The firm utilizes various methods of analysis and investment strategies, including asset allocation, fixed income, long-term purchases, options, and more. Clients have the option to direct brokerage outside the firm's recommendation, with the firm recommending the use of their custodian, Folio Institutional. The firm does not accept proxy authority to vote client securities and does not require prepayment exceeding $1,200 in fees per client. Beverly Hills Private Wealth, LLC does not have any material changes to disclose since its last annual update.