AllStreet Wealth provides financial planning and investment management services. They offer ongoing comprehensive financial planning through AllPlan, AllPlan+, AllComplex, and AllAUM offerings, tailored to individual needs. They also provide project-based financial planning services. AllStreet Wealth typically recommends mutual funds, exchange-traded funds, stocks, and bonds. They tailor their services to meet individual client needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
This schedule applies to AllAUM clients. For AllPlan and AllPlan+ clients who are business owners, the investment management fee is 0.35% of AUM. For AllPlan and AllPlan+ clients who are employees, investment management is included for up to $2,000,000 and $2,500,000, respectively. Fee is not blended. Your fee will be adjusted to the corresponding tier as your AUM grows. We will make fee change reviews every other year. Fees may be negotiable in certain cases.