Your Wealth Consultants manages investment portfolios and provides financial planning and tax advice for individuals, families, trusts, businesses, and non-profit organizations. Founded and led by Adrian Tate, Your Wealth Consultants focuses on building diversified, low-cost portfolios using exchange-traded funds, mutual funds, and individual stocks and bonds based on modern portfolio theory. The firm acts in your best interest and manages portfolios without requiring a minimum account size, although smaller accounts may face higher relative trading costs. In addition to investment management, Your Wealth Consultants prepares customized financial plans and provides tax advice for flat or hourly fees. Adrian Tate is also a licensed insurance agent and may earn commissions on insurance and annuity products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are assessed annually and paid quarterly in arrears based on average assets under management during the quarter.