Return on Life® Wealth Partners provides financial planning and investment advisory services. This includes estate, retirement, educational, and tax planning, as well as investment management and family office services. Return on Life® Wealth Partners works with individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm's process focuses on aligning financial strategies with clients' values and goals.
Assets Under Management$470M
Clients284
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$120M
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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.45% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and you as the Client. In certain circumstances, our fees and the timing of the fee payments may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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