Continuum Wealth Advisors offers wealth management services, combining personalized financial planning with discretionary or non-discretionary investment management. Continuum helps clients identify their financial goals, risk tolerance, and time horizon to construct customized portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, and third-party independent managers. The firm specializes in long-term strategies while considering tax efficiency, capital gains, and cash needs. In addition to managing portfolios, Continuum provides retirement planning, education savings guidance, and insurance analysis as part of its wealth management service. Clients may also engage Continuum separately for standalone financial planning projects. Continuum emphasizes a fiduciary commitment to act in clients' best interests and primarily recommends Charles Schwab as a custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.60% |
Fees are negotiable at the sole discretion of Continuum Wealth Advisors. Fees take into consideration aggregate assets under management.