Traditions Wealth Advisors offers personalized financial planning, wealth management, and investment management. Services include financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, estate planning, and business planning. Traditions collaborates with clients on investment decisions.
Assets Under Management$89M
Clients65
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Full-time employees and family members of full-time employees will not be subject to a management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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