Significant Wealth Partners manages investment portfolios and offers personalized financial planning based on each client's specific goals, time horizon, and risk tolerance. The registered investment advisor creates an investment policy statement for each client and constructs tailored portfolios using mutual funds, exchange-traded funds, fixed income securities, real estate funds, options, and alternative investments. In addition to ongoing portfolio management, financial planning services—covering retirement, taxes, insurance, education, and debt—are generally included at no extra cost for investment management clients. The firm primarily serves individuals, high-net-worth individuals, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiated on a client-by-client basis. Financial planning is generally included.