Honest Wealth LLC is an investment management firm that offers both discretionary and non-discretionary asset management services. Honest Wealth helps clients determine their investment goals, risk tolerance, and time horizon to create an investment strategy. Honest Wealth also provides services to retirement plans.
Assets Under Management$15M
Clients31
Advisors1
Avg. per Client$500K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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