Asset Lift Wealth Management offers personalized financial planning and investment management. They help clients with financial objectives, cash flow, retirement, insurance, tax, and estate planning. ALWM manages portfolios on a discretionary basis, using risk-calibrated, globally diversified portfolios. Clients make the final investment decisions.
Assets Under Management$6.2M
Clients29
Advisors1
Avg. per Client$210K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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