THINK Wealth Advisory offers financial planning and investment management services. Financial planning includes determining financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment management services are primarily discretionary. THINK Wealth Advisory also maintains a relationship as a Solicitor for Kingdom Financial, who utilizes AE Wealth Management as a sub-advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Prior to February 1, 2022, THINK Wealth Advisory utilized a tiered fee schedule, which will continue to be in effect for existing clients prior to this date: $100,000 - $499,999: 0.95%, $500,000 - $999,999: 0.85%, $1,000,000 +: 0.75%