Academy Wealth Advisers offers customized investment advice to individuals, high net worth individuals, trusts, estates, businesses, and institutional clients. Academy works with clients to determine their financial situation, risk tolerance, and investment objectives. Academy constructs portfolios using an asset allocation strategy that balances risk and reward. The firm primarily focuses on long-term investments but may make short-term adjustments based on market conditions or client needs.
Assets Under Management$53M
Clients150
Advisors1
Avg. per Client$350K
Avg. per Advisor$53M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.26% |
| $100K - $500K | 1.16% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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