Consultiva Wealth Management provides investment advice on a discretionary or non-discretionary basis. Consultiva works with clients to design a customized investment strategy. Consultiva offers ongoing evaluations of each client’s portfolio performance and assists in identifying strategic market opportunities, as well as in diversifying and rebalancing portfolios. Consultiva also recommends fixed or variable insurance products, including life and long-term care insurance, as well as annuities.
Fee Structure
Consultiva's fees for investment advisory services are based on the value of your portfolio. The exact percentage is negotiated based on the scope of services and the size of your relationship.
For non-discretionary services, fees range from 0.50% to 2.00% per year. For full discretionary services, fees range from 0.75% to 2.00% per year.
Consultiva may charge an additional fee of up to 0.75% for discretionary investment advisory services related to the Unified Managed Account Program.
Fees are negotiable and may differ based on factors like sub-advisory relationships or special project arrangements. The suggested minimum portfolio size is $1,000,000, but exceptions may be granted.