Tech Wealth provides ongoing investment and equity management services to individuals and families. Financial advice is integrated into the investment decision-making process, including consideration of tax implications, retirement timing, and education funding. Tech Wealth also advises on employer equity compensation and concentrated investment positions.
Assets Under Management$8.6M
Clients12
Advisors1
Avg. per Client$710K
Avg. per Advisor$8.6M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable in limited circumstances. A higher minimum annual fee (ranging from $12,000 to $15,000) may apply based on the scope of services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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