Babylon Wealth Management offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create investment plans and manage client portfolios with discretionary authority. Babylon WM also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They also offer outsourced chief investment officer services and pension consulting services.
Assets Under Management$27M
Clients34
Advisors1
Avg. per Client$780K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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