Processus Wealth & Capital Management offers financial planning and investment management services. Financial planning includes retirement planning, strategic asset allocation, and estate planning, but is only available to clients with at least $1 million managed by the firm. Investment management is offered on a discretionary basis, primarily using mutual funds, exchange-traded funds, and individual stocks and bonds. Processus Wealth works with clients to create an investment policy statement that aligns with their risk tolerance and financial goals.
Assets Under Management$250M
Clients57
Advisors2
Avg. per Client$4.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.60% |
Fees are negotiable based on client type, complexity, potential for additional deposits, and relationship with the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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