Withum Wealth Management is an registered investment advisor that manages investment portfolios on a discretionary basis. Withum Wealth Management builds customized portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, applying a tax-optimization approach. For clients with larger portfolios (typically over $2 million), Withum Wealth Management offers an integrated platform that includes ongoing wealth planning, retirement planning, access to Certified Financial Planner professionals, annual tax preparation through an affiliated certified public accounting firm, and periodic estate plan reviews. Additionally, Withum Wealth Management provides stand-alone financial planning and consulting services, as well as retirement plan consulting for self-directed retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual investment advisory fees generally range between 0.50% and 1.25% based on assets under management, portfolio composition, and scope of services. Fees are negotiable.