The Wealth Collective provides investment advice and financial planning to individuals and other clients. Services include comprehensive wealth management, asset management, and financial planning & consulting. The firm creates tailored investment strategies and monitors portfolios at least quarterly. They may also use third-party investment advisors. The Wealth Collective acts as a fiduciary, always working in the client's best interest.
Assets Under Management$42M
Clients49
Advisors1
Avg. per Client$870K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.60% |
The maximum annual fee charged to clients by Third-Party Managers will not exceed 0.50%, which shall be in addition to our firm’s advisory fee. Therefore, the maximum combined advisory fee charged to clients for this service shall not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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