Platt Wealth Management offers investment management, allocating assets among various asset classes using mutual funds and individual securities. They also provide financial planning services, including a comprehensive evaluation of a client’s goals, financial status, and projections. Platt Wealth Management may also provide specific consulting services on topics like estate planning, retirement planning, and insurance evaluations.
Assets Under Management$390M
Clients205
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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 also apply to real estate private placements. Fees may be less for larger client relationships and for non-profit and long-term clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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