Treiberg Wealth Management offers investment management services, primarily on a discretionary, fee-based basis, to individuals, high-net-worth individuals, and small businesses. They provide advice on various investments, including mutual funds, ETFs, equities, and fixed income securities, tailored to each client's needs. Financial planning is also available, either as part of asset management or as a separate service, covering areas like retirement, insurance, and estate planning. Hourly consulting services are also offered for specific financial objectives.
Assets Under Management$330M
Clients274
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The specific fee charged is negotiated based on the fee schedule. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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