Executive Wealth Partners offers both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. They also offer financial planning services covering wills, estate plans, investments, taxes, insurance, retirement income, Social Security, and college planning. Executive Wealth Partners also offers management services through SEI wrap fee programs.
Assets Under Management$18M
Clients14
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees may be negotiable. Executive Wealth Partners also offers management services through SEI wrap fee programs with their own fee structure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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