Performance Wealth offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. Financial planning includes investment, retirement, estate, insurance, tax planning, and more. Performance Wealth manages investments using mutual funds, ETFs, individual stocks and bonds, REITs, options, and alternative investments.
Fee Structure
Performance Wealth charges a percentage of your portfolio each year for wealth management services. The fees range from 0.75% to 2.00% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance. The firm may negotiate fees for certain accounts or holdings.