Remnant Wealth offers wealth management services, which include creating a financial plan to help clients determine and prioritize their financial goals. They also offer portfolio management services, where they manage investments based on the client's goals and risk tolerance. Remnant Wealth may recommend exchange traded funds, mutual funds, corporate securities, municipal securities and U.S. government securities. They also provide financial planning services covering areas like tax, charitable giving, estate, and retirement planning. Remnant Wealth can also direct clients to third-party investment advisors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$200K
Minimum Annual Fee:$2,280
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.14% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Where the Firm waives the $200,000 account minimum, the annual fee will be set at 1.14%, subject to a $2,280 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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