{
  "slug": "bsw-wealth-partners-a-public-benefit-corporation",
  "name": "Bsw Wealth Partners, A Public Benefit Corporation",
  "description": "BSW Wealth Partners is a Certified B Corporation® and an Authentically Independent™ wealth management and investment advisory firm. They focus on helping clients define and achieve a 'rich life' beyond just financial assets, acting as confidants, connectors, and innovators with a fiduciary standard.",
  "url": "https://optimly.ai/brand/bsw-wealth-partners-a-public-benefit-corporation",
  "websiteUrl": "https://bsw.com/",
  "logoUrl": "https://logo.clearbit.com/bsw.com",
  "baiScore": 55.8,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-05T18:37:40.962Z",
  "verifiedVitals": {
    "website": "https://bsw.com",
    "category": "Wealth Management and Investment Advisory Firm",
    "what_it_does": "BSW Wealth Partners provides investment management and financial advisory services, including financial planning, customized portfolio management, investment and retirement planning, education/college planning, debt planning, insurance review, estate planning, tax and charitable planning, and executive financial advising. They also offer comprehensive consulting services for 401(k) plan sponsors. The firm operates as a fee-only investment advisor, upholding fiduciary standards.",
    "primary_audience": "BSW Wealth Partners serves a diverse clientele, including successful individuals and couples, multi-generational families, business owners, entrepreneurs, authors, surgeons, attorneys, architects, foundations, and teachers. More specifically, their clients include high-net-worth individuals, non-high-net-worth individuals, retirement plans, charitable organizations, corporations, and corporate executives.",
    "core_product": "Wealth management and investment advisory services.",
    "pricing_model": {
      "kind": "custom",
      "detail": "BSW Wealth Partners is a fee-only firm. They primarily charge an asset-based fee, calculated as a percentage of assets under management, with varying rates based on asset breakpoints and client type (e.g., Wealth Management, Private Clients, Family Office, Institutional, Custom Impact Mandate). They also offer fixed fees for investment management and advisory services, which are negotiable. Additionally, hourly fees may be charged for services outside the scope of an investment advisory or consulting agreement. Minimum fees vary by service."
    },
    "parent_ownership": "Sequoia Financial Group acquired BSW Wealth Partners in September 2026.",
    "named_competitors": [
      "361 Capital",
      "Cornerstone Holdings",
      "Northwood Investors",
      "Wolters Kluwer",
      "MassMutual",
      "Point Digital Finance"
    ]
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790289865247
}