Island Wealth Management offers financial planning services to individuals and other client types. As a fiduciary, Island Wealth Management aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Financial planning services include investment planning, retirement planning, estate planning, tax planning, education planning, and business financial planning. Implementation of recommendations is at the client's discretion.
Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Island Wealth Management charges flat fees for financial planning services, ranging from $2,000 to $20,000, depending on the scope and complexity of the engagement.
One-Time Plan:$2,000 - $20,000
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