Phoenix Wealth Advisors offers financial planning and wealth management services. They work with various clients, including business executives, entrepreneurs, scientists, and educators. Phoenix helps clients define financial goals, determine risk tolerance, and create a wealth strategy. Services include income tax, estate tax, insurance, investment, retirement, and capital needs planning. They also offer retirement plan services to plan sponsors and pension plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Reduced all-inclusive wrap fees are offered to certain client types: Active employee and partner/spouse, children, and parents residing in the home: 0.15%; Former employee and partner/spouse and children: 0.30%; Non-profits, corporations, and non-immediate family of employees (active and former): 0.50%. Non-discretionary accounts are charged 1.00% of principal per transaction.