Wealth Engagement LLC offers ongoing investment advice and manages client portfolios based on their individual needs and objectives. They use a tactical allocation strategy, potentially including exchange-listed securities, municipal securities, mutual funds, and ETFs. Wealth Engagement tailors its services to each client's specific requirements and will discuss any investment restrictions clients wish to impose.
Assets Under Management$110M
Clients60
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum management fee is 1.00%, which may be negotiated at the sole discretion of the Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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