Consilium Wealth Advisory offers investment management and wealth advisory services. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, philanthropy assistance, estate planning, and family governance. Consilium offers both discretionary and non-discretionary asset management.
Assets Under Management$400M
Clients117
Advisors4
Avg. per Client$3.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for accounts over $25,000,000. Consilium Core, a customized portfolio, has an additional fee of 1.00% on top of the management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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