Resolute Wealth Advisor offers investment management, financial planning, and consulting services to individuals, high net worth individuals, businesses, trusts, and retirement plans. The firm builds personalized investment portfolios using mutual funds, exchange-traded funds, individual bonds, and equities, operating on both a discretionary and non-discretionary basis. Resolute Wealth Advisor focuses on global diversification and long-term capital growth while tailoring strategies to each client's risk tolerance, time horizon, and goals. In addition to portfolio management, the firm provides comprehensive financial planning covering retirement, money management, taxes, estate planning, and insurance, as well as consulting on specific topics like Medicare and real estate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees may vary based on account size, complexity, and activity, and are negotiable.