Beyond Wealth provides investment management and financial planning as a bundled service. Investment strategies are tailored to client goals and may include stocks, bonds, and other investments. Financial planning covers goal setting, cash flow, retirement, debt management, insurance, education, and employee benefits.
Assets Under Management$120M
Clients147
Advisors3
Avg. per Client$830K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable in certain cases. There is also a $3,500 engagement fee and a $4,000 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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