30-40 Wealth Partners provides investment management and financial planning services to individuals, high net-worth individuals, charitable organizations, and corporations. Investment management includes continuous management of tailored portfolios, and access to separately managed accounts through sub-advisers. Financial planning covers cash flow, college savings, employee benefits, estate planning, investment analysis, retirement planning, risk management, and tax strategies. Planning is offered as ongoing comprehensive or limited scope engagements.
Assets Under Management$58M
Clients38
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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