Impassioned Wealth Management (IWM) helps clients retire comfortably by providing goal-oriented financial planning and investment management. IWM focuses on long-term equity-focused investing and believes that good investor behavior is crucial for achieving lifetime investment success. IWM offers discretionary and non-discretionary investment management services and tailors its strategies to client objectives.
Assets Under Management$18M
Clients35
Advisors1
Avg. per Client$520K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.12% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.87% |
| $2.5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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