Finwell offers financial wellness programs, comprehensive financial planning, and wealth management services. Financial wellness includes education, workshops, seminars, and newsletters. Financial planning covers goal setting, cash flow, education, retirement, investments, risk, and estate planning. Wealth management implements financial plans through investment management, including strategic asset allocation and diversification. Finwell manages investments on a discretionary basis, subject to client limitations.
Assets Under Management$73M
Clients131
Advisors4
Avg. per Client$550K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Planning is charged separately
Minimum Annual Fee:$3,125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
Fees may be negotiated based on relationship type, group rates, and market conditions. Minimum AUM fee of $3,125 for accounts under $250,000. Minimum financial planning fee of $1,999 for accounts between $250,001 and $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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