Milagre Wealth Management offers investment management services to high-net-worth and non-high-net-worth individuals, as well as trusts and estates. Financial planning is included at no additional charge as part of the investment management service. Milagre tailors its investment management to each client's needs, considering factors like risk tolerance and investment objectives. Clients establish an account at Schwab, which provides brokerage and custody services.
Assets Under Management$120M
Clients390
Advisors2
Avg. per Client$320K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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