Real Wealth Planning provides ongoing financial planning, investment management, and project-based financial planning. Ongoing planning includes developing and monitoring a financial plan, along with investment management. Investment management involves creating and managing tailored investment portfolios. Project-based planning addresses specific financial topics. Real Wealth Planning also offers non-profit advisory services and employee benefit plan services.
Assets Under Management$24M
Clients38
Advisors3
Avg. per Client$640K
Avg. per Advisor$8.1M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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