Ponte Vedra Wealth offers wealth management services including portfolio management and financial planning to individuals and businesses. The firm also provides 401(k) consulting services. Ponte Vedra Wealth works with clients to develop an investment strategy based on their financial circumstances, goals, and risk tolerance. Assets are invested primarily in stocks, ETFs, bonds, and mutual funds.
Assets Under Management$76M
Clients138
Advisors3
Avg. per Client$550K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...