Attainable Wealth provides investment advisory services using third-party money managers and offers financial planning on topics like retirement, tax, and estate planning. Financial planning services include comprehensive plans and maintenance plans. The firm assists clients in selecting an appropriate allocation model consisting primarily of passive index funds.
Assets Under Management$46M
Clients43
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.6M | 0.95% |
| $1.6M+ | 0.94% |
The annual fees are negotiable. The above fee schedule includes the Outside Manager’s fee of 0.15% for Betterment or $1,200/1,400 for clients after 01/01/2021 per household fee for GeoWealth. Some clients are grandfathered into the 0.50%-0.85% fee or a flat $10k/12k. Exceptions to the standard fee are possible based on complexity and scope of work.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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