Map to Your Wealth, LLC provides investment management services, managing individually tailored investment portfolios based on clients' goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Comprehensive financial planning is available for a fixed monthly fee.
Assets Under Management$3.9M
Clients5
Advisors1
Avg. per Client$780K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...