Soulence Wealth Management provides investment management and financial planning. Investment management includes model portfolios, third-party managers, and custom traded portfolios. Financial planning covers estate management, life insurance, real estate analysis, education planning, cash flow management, and debt reduction. Financial planning is not offered as a standalone service but is included with investment management.
Fee Structure
Soulence Wealth Management's base advisory fee is 1.50% annually. Clients with over $1,000,000 in investments receive a 10% discount on their total advisory fee. When assets are managed by a third-party or affiliated asset manager, their fee is included in the total fee. When fees charged by a Third-Party Advisor exceed 0.50% annually, Soulence will lower the base advisory fee charged on those assets to 1.25%. The total fee charged by Soulence combined with any third-party or affiliate asset managers will not exceed 2.75%.