Fifth Set Private Wealth Management provides ongoing portfolio management services tailored to individual client needs. This includes financial planning, investment strategy, asset allocation, and regular portfolio monitoring. Fifth Set creates customized portfolios based on a client's risk profile and investment guidelines, managing assets on either a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
The firm may combine account values of family members to determine the applicable advisory fee. The firm may elect to charge a flat annual fee in lieu of asset-based fees. These fees generally range from $5,000 to $25,000 based on the complexity and needs of the client. Hourly fees will be charged at a rate of up to $300 per hour depending on the length of time it will take to complete the advisory service and on the nature and complexity of the individual client’s personal circumstances.
