Woven Prosperity offers financial planning and investment management services. Financial planning includes identifying goals, evaluating financial situations, and creating plans. Investment management is discretionary and tailored to client needs. Woven Prosperity also offers socially responsible investing options. Clients can impose reasonable restrictions on their investments.
Assets Under Management$6.4M
Clients10
Advisors1
Avg. per Client$640K
Avg. per Advisor$6.4M
twitter.com/wovenprosperity ·www.wovenprosperity.com ·www.youtube.com/channel/uctrs2nmfcoimd10by58muvq
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be lower than the fee schedule and may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...