FinTech Wealth Management provides investment management services using stocks, exchange-traded funds, mutual funds, U.S. Treasuries, bonds, municipal securities, and options. Investment advice is tailored to individual client needs. FinTech Wealth has discretionary authority over client investments. Financial consulting services are offered as a complementary service to investment management clients.
Assets Under Management$1.9M
Clients9
Advisors1
Avg. per Client$210K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiated with each client based on a variety of factors. Family members can qualify for breakpoints based on the household’s aggregated assets under management. In addition to investment management fees, estate & trust accounts are charged an additional 1% on the value of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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