Segment Wealth Management provides investment advice tailored to each client's needs. They offer both discretionary and non-discretionary investment advisory services, charging a fee based on the value of your portfolio. They also offer retirement consulting services to plan sponsors. While they don't offer comprehensive financial planning, they may provide limited consultation services on topics like estate planning and taxes. Clients are responsible for notifying Segment of any changes to their financial situation or investment goals.
Assets Under Management$2.1B
Clients236
Advisors3
Avg. per Client$8.8M
Avg. per Advisor$690M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable above $3,000,000. Similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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