Urban Wealth Management Group provides investment management and financial planning services. They tailor their services to each client's needs, considering their goals, risk tolerance, and investment timeline. They offer various financial planning programs, including investment management, essential planning, deluxe planning, elite planning, and retirement planning.
Fee Structure
Urban Wealth Management Group's investment management fee is a percentage of the value of your portfolio. The annual fee is negotiable but generally ranges from 1.25% to 0.15%, with higher investment amounts resulting in lower fees. If you have over $500,000 with Urban Wealth Management Group, financial planning is included at no additional cost. Fees are deducted from your account. You can terminate the investment management services at any time with written notice.