Athena's Wealth, Inc. offers investment management services tailored to individual client needs. They also provide project-based financial planning covering retirement, risk management, college savings, and more. For clients seeking ongoing support, Athena's Wealth offers comprehensive financial planning with regular reviews and updates. Athena's Wealth primarily practices passive investment management using index mutual funds or exchange-traded funds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
The annual advisory fee rate is negotiable based on the Clients individual needs and financial situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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