The Wealth Observatory (operating as Smallwillow, LLC) offers investment consulting and wealth planning services. Investment consulting involves assessing a client's risk tolerance and investment goals to create an Investment Policy Statement. Wealth planning includes investment consulting, wealth protection (tax, insurance, and creditor/litigation protection), wealth transfer, cash flow planning, debt planning, retirement planning, and charitable planning. The Wealth Observatory acts as a legally required to act in your best interest advisor and provides customized advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. In addition to the AUM fee, The Wealth Observatory may bill a flat annual retainer fee that can be billed in installments in an amount based on complexity. This fee, along with the AUM fee, will not exceed $500 collected six months in advance of services.