Wealth Transitions, LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments. They also offer financial planning services covering investment planning, retirement, education, and tax strategies. Educational seminars and qualified plan consulting are also available.
Assets Under Management$46M
Clients51
Advisors1
Avg. per Client$900K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable. The brochure states a range of 0.80%-0.90% for the first tier; the higher value was used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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