Objective Wealth provides investment management services, managing individually tailored investment portfolios based on clients' needs and goals. They also offer project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Ongoing financial planning is available for a quarterly fee. Objective Wealth also provides employee benefit plan services to employer plan sponsors and income tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Total investment advisory fees shall not exceed 1.5% per year, including sub-advisor fees. Investment Advisory Fees plus third-party manager’s fee shall not exceed 1.5% annually. Clients with $500,000 or more in assets under management receive ongoing financial planning services at no additional charge.