3i Wealth Management provides ongoing portfolio management and financial planning services tailored to each client's individual goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement and constructs diversified portfolios using mutual funds, exchange-traded funds, equities, fixed income securities, and derivatives. In addition to standard investment management, the firm offers specialized investment strategies focusing on growth, income, and hedging. 3i Wealth Management also provides comprehensive ongoing financial planning covering retirement, taxes, insurance, college savings, and debt management. Clients have the option to grant the firm authority to trade on their behalf without prior consultation. The firm serves individuals and high-net-worth clients, maintaining an account minimum that can be waived at its discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard portfolio management is charged at 1%. Specialized investment strategies are charged at 1.50%. Accounts with $275,000 or less pay a fixed annual fee of $2,500. Fees are generally negotiable.