Unleashed Financial offers wealth management, which includes ongoing financial planning and investment management. They also offer investment advisory services by recommending third-party money managers. Financial planning covers areas like cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement planning, risk management, and tax strategies. Services are tailored to each client's situation and risk tolerance.
Assets Under Management$10M
Clients33
Advisors1
Avg. per Client$320K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable. Legacy clients may be billed at a different fee schedule to honor prior commitments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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