Continuity Wealth Management offers investment advisory services, including financial planning and discretionary investment management. The firm works with clients to identify their investment goals and risk tolerance, creating a portfolio tailored to their needs. They may use individual stocks, bonds, exchange traded funds, and mutual funds. Continuity Wealth Management also uses Pontera to manage held-away assets like 401(k)s. Educational workshops are offered to existing and prospective clients.
Assets Under Management$180M
Clients245
Advisors2
Avg. per Client$740K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for amounts over $3,000,000. Clients participating in the Orion Custom Indexing Program will also pay a sub-advisor fee of 0.15% per year, deducted quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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