The MilWealth Group is a financial planning and investment advisory firm that invests primarily in ETFs and mutual funds. They offer ongoing investment management services using a comprehensive financial planning approach. They may also provide general advice in the areas of financial, tax, retirement, insurance, and estate planning, including tax preparation for some clients. Financial planning services are included at no additional fee for investment management clients. They also offer financial planning services to non-investment management clients for a fee.
Assets Under Management$440M
Clients234
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Clients retained prior to March 2020 pay investment advisory fees based on a lower standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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