Ouellette Wealth Advisory, operating as Ouellette Wealth Management Group, offers investment advice and financial planning to individuals, high net worth individuals, charities, trusts, and estates. Ouellette creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds. Ouellette also provides financial planning services covering retirement, education, insurance, and other areas. Clients are not required to implement any recommendations.
Assets Under Management$270M
Clients213
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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