Think Wealth is a registered investment advisor that manages investment portfolios for individuals. Think Wealth evaluates each client's goals and assigns their investments to one of three model portfolios: conservative, balanced, or aggressive. Think Wealth uses exchange-traded funds, individual stocks, individual bonds, and other pooled investments to build and maintain these portfolios. Think Wealth has the authority to make trades within your account without asking for your permission first, based on your agreed-upon investment profile. Think Wealth requires a minimum investment of $50,000 to open an account, though this minimum can sometimes be waived if you plan to reach that amount soon. Think Wealth also provides non-custodial consulting services to group or individual retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard management fee is 1.50% annually, billed quarterly in arrears. Fees may be negotiated or varied based on particular circumstances.