Momentous Wealth Management offers investment advice and financial planning to individuals and other clients. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning. Momentous Wealth Management may use third-party sub-advisors to implement investment portfolios. The firm aims to help clients meet their financial goals while considering their risk tolerance and time horizon.
Fee Structure
Momentous Wealth Management offers asset management and comprehensive portfolio management services. The annual fee will not exceed 1% but can be up to 1.30% if sub-advisory services are used (1% to Momentous Wealth Management and 0.30% to the sub-advisor). Fees are negotiable and are deducted from client accounts quarterly in advance. Fees are assessed on cash and cash equivalents.