30-40 Wealth Partners offers ongoing investment management and comprehensive financial planning services, with a particular focus on the needs of technology professionals. The firm builds individually tailored investment portfolios using a mix of passive and active strategies, Modern Portfolio Theory, and third-party separately managed accounts. In addition to portfolio management, 30-40 Wealth Partners provides comprehensive financial planning covering cash flow, debt management, college savings, employee benefits, equity compensation analysis, estate planning, retirement planning, risk management, and tax planning strategies. The firm operates on a fee-only basis and acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.00% |
| $1.3M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Includes ongoing comprehensive financial planning. Minimum annual fee of $12,500 applies.