Consonance Wealth Management provides investment management services including financial goal setting, asset allocation, and investment selection. They also offer financial consultation services on an hourly or fixed-fee basis, covering areas like retirement planning, stock option analysis, and insurance needs. A minimum investment portfolio of $500,000 is generally required, but may be waived. Consonance Wealth acts as a fiduciary, tailoring investment solutions to each client's individual needs and circumstances.
Assets Under Management$12M
Clients5
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable at Consonance Wealth's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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