Excel Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Excel Wealth creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using exchange-traded funds, low-cost mutual funds, and individual stocks. Excel Wealth may also use unaffiliated money managers. Financial planning services cover investment, retirement, education, and insurance needs. Excel Wealth also provides retirement plan advisory services.
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% |
These fees apply to accounts implemented through Betterment Institutional. Clients participating in a Managed Account Program will incur a separate fee that will be charged by the Program Sponsor in addition to Excel Wealth’s investment advisory fee. The total blended fee, including the Advisor’s fee and the Managed Account Program’s fee, will not exceed 1.75% annually. Investment advisory fees are either based on the market value of assets under management at the end of the prior calendar quarter or the average daily balance of assets under management with the Advisor during the prior quarter, pursuant to the terms of the investment advisory agreement. Investment advisory fees are based on the scope and complexity of the Client relationship but generally do not exceed 1.75%.