Softwealth LLC is a registered investment advisor providing investment advice regarding securities and other financial services. Softwealth offers asset management with a focus on business and retirement planning. Softwealth works with individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, small businesses and churches.
Assets Under Management$15M
Clients21
Advisors1
Avg. per Client$710K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...