The WealthGarden is a registered investment advisor founded in 2021, operating out of El Segundo, California. The firm provides personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. The WealthGarden works with clients to understand their financial goals and risk tolerance, building customized portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and bonds. The firm uses a modern portfolio theory approach and can manage accounts on either a discretionary or non-discretionary basis. In addition to portfolio management, The WealthGarden offers comprehensive financial planning covering retirement, tax strategies, estate planning coordination, education funding, insurance analysis, and budgeting. Financial planning services are generally complimentary for clients who use the firm for investment management, but are also available standalone on an hourly basis.
Fee Structure
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 based on relationship size, householding, level of services needed, and trading activity. Uses a cliff fee schedule.