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Why consider a career at BMO Private Wealth?They charge % which is about $12k per year on a 1M portfolio. This includes tax planning, investment management, and lending. open.insurance-florida.org � fatFIRE � comments � bmo_private_wealth. Minimum $, (individual) or $, (household) annual income required. The primary cardholder $ annual fee will be refunded $ every year that you.