Sustained Wealth Management provides investment advice tailored to individual client needs and financial situations. They offer a free initial consultation to gather information about your goals and risk tolerance. Sustained Wealth Management makes ongoing investment recommendations but does not use margin or leveraged products. Clients make their own trades based on the recommendations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.50% |
Sustained Wealth Management does not negotiate its management fee, but may offer discounts to select family and friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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