Wealth Management, LLC specializes in managing financial assets based on each client's individual investment policy. The firm collaborates with clients to develop this policy, which guides their investment decisions. Wealth Management, LLC's fees are based on the value of the assets they manage, and they do not receive commissions or other compensation from buying or selling investments. The firm uses Fidelity Investments as the broker and custodian for clients.
Assets Under Management$20M
Clients16
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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