Wyatt Wealth Management offers discretionary investment management and comprehensive financial planning for individuals and high net worth clients. Led by Certified Financial Planner Brian Wyatt, the firm tailors investment strategies to each client's specific goals, risk tolerance, and time horizon using methods such as fundamental and technical analysis, Modern Portfolio Theory, and quantitative analysis. In addition to managing investment portfolios, Wyatt Wealth Management creates financial plans covering topics such as retirement strategies, net worth tracking, cash flow analysis, tax reduction strategies, and estate preservation. The firm does not require a minimum account size to open an account and does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $600K | 1.00% |
| $600K - $800K | 0.85% |
| $800K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Fees are negotiable based on criteria such as historical relationships, asset types, and anticipated future assets. Legacy clients may pay a fixed fee instead of a percentage of assets.