WealthGarden provides investment advice and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. WealthGarden creates investment portfolios and offers financial planning services, including retirement planning, tax management, estate planning, education planning, and debt management. Financial planning is generally complimentary for investment management clients, but stand-alone financial planning is available for an hourly fee.
Assets Under Management$180M
Clients223
Advisors4
Avg. per Client$820K
Avg. per Advisor$46M
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 - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable. Total fees collected will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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