Means Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, non-profit organizations, corporations, and other business entities. Financial planning, included with portfolio management, covers life insurance, estate planning, tax concerns, retirement planning, education planning, and debt/credit planning. Means Wealth recommends investments in mutual funds, exchange-traded funds, and individual stocks and bonds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.60% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Donor-Advised Funds and 529 Accounts: 0.75%. Means Wealth can charge higher or lower investment advisory fees, charge a flat fee, or charge a fee on a different interval, based upon certain criteria. Minimum annual fee for providing Investment Advisory Services of up to $5,000. Non-discretionary accounts and qualified charitable organizations often pay a lower fee. We provide advisory services to an investment club for a discounted fee.