Eighth Wonder Investments offers investment advisory and financial planning services. They manage portfolios on a discretionary basis, using a tactical allocation strategy. Financial planning services may include retirement planning, tax optimization, cash flow analysis, and estate planning. Eighth Wonder tailors its services to each client's individual needs.
Assets Under Management$12M
Clients72
Advisors2
Avg. per Client$170K
Avg. per Advisor$6.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...