Our returns are superior to the big firms because we have 20 years experience in corporate and personal financial and insurance services. We also have our independent research team analysts who advise trillions and have no ties to any banks, broker dealers, or third party investment management funds. They contract only with registered investment advisories (like ours) because unlike brokerages, or those brokerages with dual registration as a brokerage and registered investment advisory, a sole registered investment advisory has no broker ties. Thus, they advise on solid ethics not any sort of products.
BWWP LLC gets paid from services for our planning and investment advice; we take a very reasonable and competitive percentage of assets (depends on portfolio size) under management and charge a fee for a plan. We have negotiated the lowest by far pricing on trades. Do you know how much you’re paying for trades?
We don't take a cut of any trades. Insurance products and real estate transactions pay commissions but on insurance products and real property that is how we are paid, because that's how insurance companies who offer the policies pay, as well as the real estate world. Going direct to an insurance company does not lower the price of the products and as a buyer you don’t pay the real estate commission anyways and you need representation by a fiduciary to get the best, most honest property transaction. Again BWWP LLC is different from those selling investments who get paid based upon what investment they sell known as brokerages. Our bar none highest ethics and our solid track record of excellence and subsequent returns is why we have the community's trust.
On another note, how fun is it to be successful and have nobody to enjoy it with? ;) We started Boracchia Wiviott Wealth Partners, LLC which also goes by the acronym BWWP, LLC as you can tell to help create and preserve wealth. We're not only focused on those who are wealthy now though; we are also inclusive. One day we'll be in our rocking chair together is our vision for our more social clients and we'll all be saying "Wow, we really lived a great life and are having just as much fun because of the superb planning we've done with BWWP, LLC."
We created BWWP, LLC as a registered investment advisory to provide the most objective advice possible. There's no more independent type of investment advise for clients. We all need financial planning advice to succeed and we don't stop until our clients receive superb services that they've paid for.
We are highly qualified with much advanced training and experience; and registered as series 6, 63 and 65 which allows us to actively manage your investment portfolio. We are licensed in stocks, mutual funds, ETFs, calls, puts, shorts, all kinds of investments; and we are also licensed in both property and casualty insurance; and life and health insurance as well as real estate. Big firms don’t let their advisors get licensed in anything they don’t sell. We do because it’s important to have that know how and out of popular demand we needed to have our realtor license for those clients of ours who request it. So we have that too in our team’s large expansive repertoire of expertises and experience. We work closely with our independent research team analysts on providing investment ideas, macro and micro economic conditions constantly.
We are investment managers and financial strategists as well as lifetime planners. Every plan we create for clients is custom for the possibilities they want and that can happen in life. Every portfolio is created for each individual client. We work very hard and spend a lot of time on research analysis. We get paid for solid investment management. Since we have no funds to sell, we ultimately can act in our client's best interest above all else. Our investment portfolios are from our wisdom, constant pulse on the market; and whatever sources we, with our independent researchers, deems of the highest quality. The way to access this top - notch advice is only through our very own Boracchia Wiviott Wealth Partners, a registered investment advisor with no brokerage ties.