Solutions 4 Wealth (S4W) provides ongoing asset management services based on individual client goals, objectives, and risk tolerance. S4W selects outside funds for each asset class in the client’s portfolio. S4W also offers financial planning services tailored to each client's needs, covering areas like insurance, tax planning, retirement, and college funding. S4W may recommend investments in a private fund, S4W Multifamily Housing Fund, LP.
Assets Under Management$170M
Clients236
Advisors5
Avg. per Client$740K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee is negotiable and may include planning fees and/or specific S4W named products. All accounts are aggregated within a household, with the exception of a Client’s investment in the Fund, if any.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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