Momentum Wealth Management offers investment management through model portfolios, workplace savings advice, and financial planning services. Financial planning includes investment needs analysis, retirement preparedness, insurance gaps, and savings/spending goal tracking. They tailor their services to individual client needs and objectives, allocating assets based on risk tolerance and financial goals. They utilize cash aggregation services to seek higher yields for client cash balances.
Assets Under Management$65M
Clients269
Advisors2
Avg. per Client$240K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.40% |
| $1M+ | 1.15% |
Cash is billed at a flat rate of 0.5%. SIMPLE IRAs and fee-based annuities are charged 1.0%. 529 plan accounts are managed at 0.0%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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