Exodus Wealth manages investment portfolios and provides comprehensive financial planning and consulting services. For asset management, Exodus Wealth builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and other public and private securities. Portfolios are reviewed quarterly and rebalanced as needed. The firm also offers financial planning covering retirement, estate planning, charitable giving, education funding, tax strategies, real estate analysis, debt management, and insurance evaluation. Additionally, Exodus Wealth can connect clients with third-party money managers and consult on pension plans. Portfolios are held with independent custodians like Charles Schwab, where Exodus Wealth has the authority to make trades without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.