Structured Wealth Management provides investment management services based on each client's individual risk tolerance, needs, and goals. They monitor market conditions and update client portfolios as necessary. The firm may recommend outside managers to complement their services. Structured Wealth Management also receives compensation from insurance companies when clients utilize an investment product, such as insurance.
Assets Under Management$230M
Clients527
Advisors6
Avg. per Client$430K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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