Continuum Wealth Management offers investment advisory and financial planning services. They work with individuals, families, retirement plans, trusts, and estates. The firm creates personalized investment advice based on conversations with clients, evaluating their financial objectives, risk tolerance, and financial structure. Continuum Wealth Management is a fee-only firm and does not sell commissioned products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Continuum Wealth Management typically has a minimum account size of $1,000,000 and an annual fee of $10,000. Continuum Wealth Management, in its sole discretion, may reduce the minimum fee and/or charge a lesser investment advisory fee based upon certain extenuating factors (e.g. family members, business associates, groups of clients hiring advisor at one time, etc.). Current Clients under previous contracts may have a lower fee than the fee schedule above. Fees are not negotiable.