InterWealth Management provides investment advice on separately managed portfolios, primarily using mutual funds and exchange-traded funds (ETFs). The firm focuses on assessing a client's risk tolerance and continuously monitoring their investments. InterWealth Management also advises on retirement income planning, 529 plans, and 401k and Profit Sharing Plans. The firm does not provide financial planning or consultations that do not involve securities.
Assets Under Management$300M
Clients278
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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