Promenade Wealth offers investment management, financial planning, and consulting services. They work with clients to identify their investment goals and risk tolerance to create a suitable portfolio. Financial planning services are generally complimentary for clients with investment management services and $750,000 or more in assets under management. Promenade Wealth acts as a fiduciary, always acting in the client's best interest.
Assets Under Management$80M
Clients42
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Standard fee schedule can be discounted for legacy clients. Total fees collected will not exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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