Wealth Management Institute provides financial planning and investment management services to individuals, families, and business owners. They help clients define financial objectives and develop strategies to reach those objectives, including cash flow management, tax planning, investment management, retirement planning, and estate planning. The firm manages client assets on a discretionary or non-discretionary basis and is compensated solely by fees paid directly by clients.
Assets Under Management$33M
Clients95
Advisors1
Avg. per Client$350K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.35% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.40% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.85% |
Fees are negotiable. Current client relationships may have higher or lower fees. They also offer reviews of employee retirement plans for 0.125% of the account value per review.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...