Bucket List Wealth Management offers asset management services by recommending and monitoring third-party investment advisers. They work with clients to determine their financial situation, investment objectives, and risk tolerance to craft a specific investment strategy. Clients grant Bucket List Wealth Management discretion over their accounts, subject to any restrictions they impose. Bucket List Wealth Management does not require a minimum account size.
Assets Under Management$220M
Clients482
Advisors2
Avg. per Client$470K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based on the size of the account(s) and disclosed to you in the Asset Management Agreement and/or advisory agreement you enter into with any Third-Party Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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