323 Wealth Management offers investment advice tailored to clients' needs, including reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also provide financial planning and consulting services, such as risk assessment, investment planning, and estate planning. Investment advisory services are offered through Investment Advisory Representatives to accounts opened with 323 Wealth Management.
Assets Under Management$110M
Clients53
Advisors2
Avg. per Client$2M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Advisory fee is negotiable for accounts valued at $20,000,000 or more.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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