FWI Wealth Management provides financial planning, investment management, and small business consultation services. Financial planning includes retirement, education, and estate planning. Investment management offers personalized asset allocations. They also recommend separately managed portfolios. FWI Wealth Management serves individuals, pension plans, trusts, estates, and charitable organizations.
Assets Under Management$54M
Clients23
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$54M
www.facebook.com/fwiwealthmanagement ·www.linkedin.com/company/fwi-wealth-management ·www.fwiwealth.com
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Portfolio management fees may be negotiable based on client's financial situation, amount of assets under management, and complexity of services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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