Your Wealth Matters (YWM) refers clients to third-party asset managers, ensuring they are properly licensed. YWM conducts due diligence on these managers. YWM also offers portfolio analysis services, reviewing a client's financial situation and investment holdings to ensure they align with their risk tolerance and goals. YWM primarily recommends investments in equities, but may use other securities to diversify portfolios.
Assets Under Management$63M
Clients131
Advisors4
Avg. per Client$480K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable. This fee is separate from any expense ratio associated with the funds in which the portfolio will be invested.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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