Consilium Wealth Advisory manages investment portfolios and provides wealth advisory services primarily for high-net-worth individuals and families. The firm offers both discretionary and non-discretionary portfolio management, tailoring investment strategies around individual financial goals, time horizons, and risk tolerances. In addition to traditional asset management, Consilium Wealth Advisory provides financial consulting services covering various assets such as retirement accounts, stock ownership plans, insurance policies, private equity, venture capital, real estate, and annuities. The firm also offers specialized business valuation and research services for special projects, competitive research, and pre-sale preparation, as well as financial wellness programs for employers. Consilium Wealth Advisory operates as a fee-based firm and does not sell commissioned products like insurance or annuities.
Fee Structure
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 and may be reduced for combined household accounts. Consilium Core strategy charges an additional 1.00% on top of the standard management fee.