Commoncents Wealth Advisors provides personalized financial planning and investment management services primarily to individuals, trusts, estates, charitable organizations, and businesses. Commoncents Wealth Advisors helps clients by determining financial objectives, managing cash flow, reviewing insurance policies, planning for retirement, and handling tax planning and legacy planning. Commoncents Wealth Advisors offers direct asset management as well as access to third-party money managers and digital wealth platforms for diversified portfolio strategies. In addition to core investment services, Commoncents Wealth Advisors provides standalone financial planning on an hourly basis. The firm operates as an independent advisory practice with a focus on comprehensive, client-tailored wealth management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
Fees may be negotiable, and accounts within the same household may be combined for a reduced fee.