Belonging Wealth Management provides continuous investment portfolio management and comprehensive financial planning services. The firm builds passive investment portfolios utilizing index mutual funds and exchange-traded funds based on Modern Portfolio Theory. In addition to managing investments, Belonging Wealth Management helps clients with retirement planning, tax planning and preparation, estate planning, cash flow and debt management, risk management, and employee benefits analysis. The firm specializes in working with individuals and high-net-worth clients, operating with a philosophy centered on passive investing and low portfolio expenses.
Assets Under Management$11M
Clients18
Advisors2
Avg. per Client$600K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable and paid monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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