Wealth Management Services
The Complete Solution
Advice + Investment Management Bundled
Wealth Management combines Advice Services and Investment Management into one comprehensive, integrated relationship with a single all-inclusive fee.
Who It's For:
Clients Seeking Integrated Service Clients who prefer the simplicity and integration of receiving both advice and investment management together in one bundled relationship.
Tax-Advantaged Account Holders May help clients who only use us for tax-advantaged accounts avoid potential adverse tax treatment of separately-billed advice fees.
What's Included:
All Advice Services + Investment Management Services in one relationship. No separate advice fees.
Wealth Management Fee Structure:
Assets Under Managment
$ 0 - $500,000
$500,000 - $1,500,000
$1,500,000 - $3,500,000
$3,500,0000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Annual Fee (All Inclusive)
1.50%
1.35%
1.00%
0.85%
0.65%
0.50%
Minimum annual fee:
$2,000, $3,000, or $4,100 based on your needs and circumstances.
Billing:
Monthly in advance, based on account value at the end of the previous month. Renewable annually.
Example of Separate Services:
-
Client with $2 million under management
-
Wealth Management (all-inclusive): 1.00% = $20,000/year
-
No additional advice fees