Beyond Wealth Management Group, LLC offers ongoing portfolio management, pension consulting, and financial planning services. For portfolio management, Beyond Wealth Management Group creates personalized investment strategies and utilizes third-party asset management platforms to help clients reach their goals. The firm evaluates clients' current investments, risk tolerance, and time horizons, building customized portfolios across mutual funds, exchange-traded funds, fixed income, equities, and alternative investments. Beyond Wealth Management Group also provides consulting for employee benefit plans like 401(k)s, manages 529 college savings accounts at no additional cost for existing clients, and creates standalone financial plans covering retirement, insurance, taxes, and debt management. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable. Pension consulting services have a separate fee schedule starting at 0.80% for up to $250,000 and 0.50% for amounts above $250,000.