What does Bawar Asset Management focus on?

Bawar Asset Management focuses on advice-based financial planning including business planning, wealth and asset management, risk management, 401(k) planning, estate planning, and inter-generational wealth strategies.

What is Enrico Bawar’s background?

Enrico Bawar began his career as an Emerging Markets Fixed Income Trader and Broker at Lehman Brothers, ICAP, and BGC. He later transitioned into comprehensive financial planning to serve families and business owners in New York City.

How does your financial planning process work?

We work with families and business owners who have the know-how but not the time to manage their financial lives. We learn your values, use technology to consolidate your financial picture, and help reinforce positive financial decisions.

Fees; Fees are Product driven.

How We Engage With You

We work with family/business owners who have the know how but not the time or desire to deal with various aspects of their financial lives. We take the time to learn your values & vision of what financial success means to your family. We use technology to consolidate and present a clear overview of all the moving pieces of your financial life. Our firm will help reinforce all of the positive choices you have made & will continue to make in your lifetime.

Fees

Initial Planning/Onboarding Fee: $2500 minimum. We do our best comprehensive planning work with clients who have at least $1MM in net worth.
Annual Update/Renewal Fee: Renewal fees may be offset or waived based on asset management fees paid.
*Additional platform and strategist fees may apply.
Annual Asset Management Fees:
*Additional platform and strategist fees may apply
Financial Wellness Review: $895
Ad hoc: $295/hr
Project Fees: By quote
Fees are Product driven.

Educational Resources

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.