Platt Wealth Management offers personalized investment management and financial planning services to individuals, high-net-worth clients, corporations, and retirement plans. Founded in 2018 and based in San Diego, California, Platt Wealth Management builds diversified portfolios using modern portfolio theory, primarily allocating assets among mutual funds and individual securities on a discretionary basis according to each client's specific goals. The firm also provides comprehensive financial planning covering areas such as retirement income, taxes, cash flow, insurance, and estate planning, as well as specialized consulting on topics like real estate private placements and retirement rollovers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.30% |
Fees are negotiable at the firm's discretion based on factors such as account size, anticipated future earnings, and related accounts.
