Bmss Wesson Wealth Solutions

BMSS Wesson Wealth Solutions, LLC is a privately-owned SEC-registered investment advisor based in Birmingham, Alabama. Established on January 15, 2016, the firm offers a range of investment advisory, financial planning, and wealth management services. Services include investment advisory, financial planning, life impact stewardship planning, trust services, held-away account management, and consulting services. BWWS may refer clients to its parent company, BMSS LLC, for services such as estate planning, tax planning, and business consulting. The firm may delegate investment discretion to third-party asset managers for unique equity and fixed income strategies. Clients can expect tailored investment portfolios utilizing various asset classes and values-based investing models. BWWS charges fees based on a percentage of assets under management, with a minimum account value of $250,000. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients have investment discretion, and BWWS does not vote proxies on behalf of clients. The firm does not have financial conditions likely to impair its ability to meet client commitments. [Word count: 487]