Constellation Wealth Advisors offers investment advisory services to high-net-worth individuals, trusts, estates, corporate plans, and other entities. Constellation invests client assets in stocks, bonds, mutual funds, exchange traded funds, separately managed accounts, and alternative investments, including a proprietary private capital platform. Clients can choose from growth, balanced, and conservative strategies and can impose reasonable restrictions on their accounts.
Fee Structure
Constellation Wealth Advisors charges a fee based on the value of your portfolio, which generally does not exceed 1.00% annually. The firm also offers flat fee arrangements, which generally do not exceed $500,000 annually. The firm has a standard minimum annual fee of $20,000, payable quarterly. Fees may be negotiable depending on the client's situation.