Wealth Acumen, Inc. offers financial planning, consulting, and portfolio management services. The firm manages investments on a discretionary basis, selecting securities within certain cash equivalents, bonds, exchange traded funds, mutual funds, precious metal physical bullion trusts and other publicly traded marketable securities. The firm's investment approach is long-term, but currently operates under suspended Targeted Asset Allocation models due to concerns about the global economic environment.
Assets Under Management$27M
Clients7
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Tiered fee rates are negotiable at the discretion of Wealth Acumen, Inc.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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