Sculati Wealth Management (SWM) offers financial planning and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. SWM provides advice on financial objectives, cash flow, tax planning, insurance, wealth management, education funding, retirement planning, and estate planning. SWM is a fee-only firm, and financial planning is included at no cost for fee-only clients and prospective clients. SWM does not act as a custodian of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Minimum household account size is $500,000 and the minimum annual fee is $5,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above. When the minimum annual fee results in a fee charge that is greater than 3%, this fee charge is reduced so that this fee charge will not exceed 3%.