Assembly Wealth operates as a registered investment advisor providing continuous portfolio management and standalone financial planning services. Operating as Assembly Wealth, the firm builds customized investment portfolios based on each client's goals, time horizon, risk tolerance, and tax situation, utilizing a wrap fee program where a single bundled fee covers advisory, brokerage, and custodial services. In addition to portfolio management, Assembly Wealth offers standalone financial planning covering personal finances, taxes, cash flow, investments, insurance, retirement, and estate planning. The firm may also recommend third-party investment managers for specific strategies while providing ongoing supervision. Assembly Wealth works with individuals, high-net-worth clients, pensions, trusts, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2.0% of assets under management. Specific annual fee schedules are identified in the client contract. Fees are negotiable based on client complexity, account size, and other factors.