Utopia Wealth Management offers personalized financial planning and portfolio management to individuals, retirement plans, trusts, estates, and charitable organizations, with a focus on business owners and executives. Services include financial planning, investment management, tax planning, insurance review, education funding, retirement planning, and estate planning. Utopia Wealth Management acts as a fiduciary and client assets are held at an independent third-party custodian.
Assets Under Management$260M
Clients62
Advisors2
Avg. per Client$4.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$2M
Minimum Annual Fee:$10,000
Utopia Wealth Management offers portfolio management services with fees billed monthly, quarterly, or semi-annually in arrears, based on the balance at the end of the billing period. There are two fee schedules:
Blended Equities & Bonds:
- First $2,000,000: 1.00%
- Next $5,000,000: 0.85%
- Over $7,000,000: 0.65%
Fixed Income:
- First $10,000,000: 0.40%
- Next $15,000,000: 0.30%
- Over $25,000,000: 0.20%
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