Councilor Wealth, LLC offers ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Councilor Wealth creates a personalized Investment Policy Statement for every client and assists with investments such as mutual funds, exchange-traded funds, fixed income securities, and real estate funds. The firm operates as a registered investment advisor, meaning it is legally required to act in your best interest. Councilor Wealth is owned by the accounting, tax, and advisory firm Councilor, Buchanan & Mitchell, P.C., and works with individuals, high-net-worth clients, and retirement plans.
Assets Under Management$320M
Clients197
Advisors10
Avg. per Client$1.6M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.90% |
| $750K - $1.3M | 0.90% |
| $1.3M - $2.5M | 0.80% |
| $2.5M - $3.8M | 0.70% |
| $3.8M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts under $750,000 and over $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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