Bannerman Wealth

Bannerman Wealth Management Group LLC is a registered investment adviser founded in 2009 and solely owned by the Joshua K. Bannerman Revocable Trust. The firm offers discretionary investment management services tailored to clients' financial conditions, goals, and risk tolerance. Additionally, they provide comprehensive financial planning services covering various financial aspects. The firm primarily uses Dimensional Fund Advisors' funds in their model portfolios, following Modern Portfolio Theory and Efficient Market Hypothesis. Clients are charged an asset-based fee ranging from 0.5% - 1.5% annually for investment management services, with a minimum quarterly account fee of $600. Financial planning services are subject to a negotiated fixed fee ranging from $4,500 - $10,000 annually. Bannerman Wealth Management Group LLC does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, high-net-worth individuals, trusts, estates, business entities, charitable organizations, and pension and profit sharing plans. There is no minimum account size, but minimum account fees apply. The firm does not participate in wrap fee programs and acts as a fiduciary for retirement accounts. Clients are encouraged to review their accounts regularly, and the firm does not have custody of client funds unless authorized. Bannerman Wealth Management Group LLC does not accept authority to vote client securities and has no financial conditions impairing its ability to meet commitments. No disciplinary events are reported in the brochure.