Excel Wealth Management offers customized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. The firm builds portfolios primarily using exchange-traded funds, low-cost mutual funds, and individual stocks. In addition to direct portfolio management, Excel Wealth offers automated investing options through Betterment Institutional and can utilize unaffiliated money managers. Financial planning services cover retirement planning, tax strategies, education funding, insurance needs, and overall investment planning, delivered through either ongoing advisory relationships or one-time project engagements. Excel Wealth acts as a fiduciary, legally required to put clients' best interests first, and operates from Manchester, Connecticut.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.70% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.45% |
| $1M+ | 0.30% |
Rates reflect the Betterment Institutional schedule disclosed in the brochure; general investment management fees generally do not exceed 1.75% annually.